Invoices & Billing
Recording a Payment
Cash, checks and transfers, typed by hand; Stripe and QuickBooks payments arrive on their own.
An invoice's balance is the sum of what has been recorded against it, whatever carried the money.
Open the invoice
Click the invoice in Invoices. The Payments section lists what has arrived and through what: Stripe, QuickBooks or Recorded by hand.
Record payment
Click Record payment. Enter the Amount (the dialog shows the balance due), the date Received on and an optional Reference such as a check number. Click Record payment.
Status
The balance drops at once. A partial amount moves the invoice to Partially paid; the full balance moves it to Paid. Admins and managers are notified, except whoever typed the payment.
Automatic payments
A card or bank payment through the Stripe page is recorded as a Stripe payment when Stripe confirms it. A lower balance read back from QuickBooks is recorded as a QuickBooks payment. Neither needs anything from you.