Record a cash, cheque or transfer payment

In the app: a sent invoice → Payments → Record payment

When a customer pays you in cash, by cheque or by bank transfer:

1. Open the invoice and tap Record payment.
2. Choose Cash, Cheque (Check in the US), Transfer or Other.
3. Check the Amount. It starts at what is left to pay and can’t be more.
4. Set Received on and add a Reference, like the cheque number.
5. Tap Save. This works offline.

When nothing is left to pay, the invoice shows Paid. A part payment leaves the rest under Payments, as … left to pay.

Receipts

Tap the payment, then Share receipt. The receipt says what was received and how, and is stamped Paid when the invoice is paid in full. Card payments get a receipt emailed to the customer by themselves.

A mistake?

Payments are never deleted. Open the payment and tap Reverse payment: it stays on record as reversed and no longer counts. A receipt you already shared doesn’t change.

If you gave money back to the customer, tap Mark as refunded instead, with the amount.