Record a client payment
Log a payment from your client against a project so the balance updates right away.
Record each payment your client makes so you always know what's been collected and what's still owed.
- 1Open the project and go to Finance → Payments.
- 2Tap Add payment.
- 3Enter the Amount and the Date received, then pick a Payment type.
- 4Tap Record payment.
The Amount field shows the outstanding balance with a Use full balance shortcut, so recording a payment in full is one tap.
| Field | What it's for |
|---|---|
| Amount | How much the client paid. Required. |
| Date received | When you received it. Required. |
| Payment type | Cash, e-Transfer, Cheque, or Credit card. |
You can add a note or attach a screenshot or deposit slip under the payment details.