Invoices, part-payments and marking things paid

Issuing an invoice

1. 1Invoices → New invoice, or convert an accepted quote from the quote screen.
2. 2Confirm the due date; reminders are scheduled off this date.
3. 3Save and send. The client portal shows the outstanding balance and any payment options you have switched on.

Recording a payment yourself

1. 1Open the invoice and choose Record payment.
2. 2Pick the method (EFT, cash, card or a gateway) and the amount.
3. 3The invoice moves to Partial or Paid automatically and the balance updates everywhere.

Part-payments

Clients can only pay a part of an invoice online when you enable part-payments in Settings → Payments. Deposits on quotes are always allowed.