How do I record a payment against an invoice?
Open the invoice and record the payment there. The amount paid, the invoice status and the outstanding balance are updated together, so there is no separate reconciliation step afterwards.
Payments and reminders
Recording what you have been paid and chasing what you have not.
Can I record a part payment?
Yes. Record whatever was actually received and the invoice keeps the remaining balance outstanding. Reminders continue on the remainder rather than the original total.
When do payment reminders go out?
A scheduled job runs once a day and sends whichever reminders are due, based on offsets you configure relative to each invoice's due date. You can set reminders both before the due date and after it.
Payment remindersA customer says they have paid but the invoice still shows as due. What should I check?
Whether the payment has been recorded against that invoice. Reminders and the outstanding balance are both driven by what has been recorded, not by what has arrived in your bank โ so a payment received but not entered leaves the invoice looking unpaid. If you import bank statements, the transaction may be sitting unmatched.
How do I stop reminders for one customer?
Set the reminder exclusion on that customer's record. Every reminder email also carries a one-click unsubscribe link the customer can use themselves, and that choice is honoured automatically.
Can I personalise the reminder email?
Yes. Reminder templates support placeholders that are substituted per invoice โ customer name, invoice number, amount due and due date among them โ so one template serves every customer.
Can I chase a single invoice outside the schedule?
Yes. A manual reminder can be sent for any individual invoice at any time without changing the automated schedule for everyone else.
What is the difference between an aging report and a customer statement?
An aging report looks across all your customers and groups what is outstanding by how long it has been due โ it answers 'where is my money'. A statement covers one customer and lists the transactions that produced their balance โ it is the document you send them when they query it.
Do I get told when an invoice goes overdue?
Yes. A push notification is sent on the first day an invoice tips into overdue, so it is not something you discover at month end.
Can I record a payment that is not against a specific invoice?
Yes. Advances from a customer can be recorded without linking them to an invoice, and allocated later.
Other help topics
Getting started
Setting up your business and raising your first invoice.
InvoicesBuilding, numbering, styling and sending your invoices.
GST on invoicesHow the software applies GST โ and where to ask a professional instead.
QuotationsQuoting, revising and converting to an invoice.
CustomersCustomer records, GSTIN, ledgers and statements.
Expenses and purchasesRecording spend, purchase bills and bank reconciliation.
Plans and billingLimits, upgrades and what happens to your data.
Account and teamLogins, team members, permissions and notifications.