Record, edit and delete your payments by following these easy steps:

On the Web

Record a payment

1. Navigate to the Billing menu located on the left side of the screen.
2. In the All invoices page click on the invoice that you want to record the payment for.
3. Once the invoice is opened, click on Record a new payment.

Inputs while recording a payment

• In the pop-up, the amount received is pre-filled with the invoice amount. You can also record part payments.
• Select the payment mode from the drop-down options. You can also add additional payment modes.
• The payment date by default would be the date you’re recording the payment. You can also change the payment date by clicking on the calendar icon.
• Optionally, enter the transaction ID if the payment is made by cheque, debit or credit card.
• Lastly, in the payment notes, you can add a note that will be displayed on the receipt.

Edit/Delete a Payment

To edit a recorded payment:

1. Head to the Billing main menu. On the Invoices tab, click on the invoice (fully or partially paid) that you want to modify. (Alternatively, on the Payments tab, click on the payment record that you want to modify.)
2. Once the detailed invoice page opens, click on the payment entry under the Payments section. Update the necessary details and click Save to edit the payment record.

To delete a recorded payment:

1. Under the Payments section, click on the 3 dots on the right hand side. Click on Delete.
2. In the confirmation pop-up, click on Confirm. The payment will be deleted successfully.

On the Staff App

Record a payment

1. On the Invoices page, click on the invoice for which you want to record a payment. You can also use the Search bar, Filter, or Sort options to quickly find the relevant invoice.
2. Once the Invoice opens, click on Record payment at the bottom of the screen.
3. The Invoice Amount and Amount Received fields will auto-fill. To record a partial payment, update the Amount Received accordingly. Then, select the Payment mode and Payment date.
4. Under Additional details, you may enter a Transaction ID, add Payment notes for internal reference, and attach Proof of Payment.

Click Save. The payment will be recorded and reflected on the invoice screen.

Edit/Delete Payment

To edit a recorded payment:

1. On the Invoices page, click on the invoice (fully or partially paid) that you want to modify.
2. Once the detailed invoice page opens, scroll down to the Payments section and click on the payment entry. Update the necessary details and click Save to edit the payment record.

To delete a recorded payment:

1. Under the Payments section, click on the payment entry and click Delete record.
2. In the confirmation pop-up, click on Confirm. The payment will be deleted successfully.

Up next

• Installment plans

Updated on: 29/07/2025