Recording a Payment

Use Record Payment when you receive money outside of the Peasy online payment system — for example, a check in the mail or a bank transfer. Recording the payment updates the invoice balance so your records stay accurate.

How to Get There

There are two ways to open the Receive Payment dialog:

• From the Invoices page — Go to Sell > Invoices, click the ⋮ menu on the invoice row, and choose Record Payment.
• From the invoice detail panel — Click the invoice number to open the detail panel, then use the Record Payment action.

Step by Step

1. Open Record Payment using one of the methods above.
2. If the order has more than one invoice, choose which invoice to apply the payment to from the Apply Payment To picker.
3. Enter the Payment Amount, or click Pay Full Balance to fill in the remaining balance automatically.
4. Optionally enter a Check Number if the payment was by check.
5. Review the summary at the bottom — it shows the Invoice Total, Previous Payments, and Current Balance.
6. Click Receive Payment.

What Happens After

• The Paid column on the Invoices page updates to reflect the amount you just recorded.
• If the payment covers the full balance, the invoice payment status changes to Paid.
• If it only covers part of the balance, the status changes to Partially Paid and the remaining Balance stays visible.

Good to Know

• Record Payment is for offline payments only. For customers paying online (via bank transfer or card), they use the payment link in the invoice email — Peasy updates the invoice automatically when they pay. See How Customers Pay.
• You can record multiple partial payments. If a customer is paying in installments, record each payment separately and the balance will decrease each time.
• Recorded payments cannot be processed or reversed through Peasy's payment network — they are manual log entries only. If you need to correct a mistake, contact your account administrator.

Related

• Managing Invoices — View and act on all invoices from the Invoices page
• How Customers Pay — How the online payment flow works for customers
• Payments Overview — How payment collection works in Peasy
• Invoice Reminders — Automate follow-up emails for unpaid invoices