15. Recording payments

Owners, managers and admins.

When a customer pays:

1. Open the invoice and select Record payment.
2. Enter the Amount.
3. Check the Date. It starts as today's date in your business's time zone; change it to the day the money was actually received.
4. Choose the Method (Bank Transfer, Direct Debit, Cash, Card or Other), and add a Reference and Payment notes if useful.
5. Save.

• A payment for less than the balance makes the invoice Partially Paid. Record each further payment the same way.
• When the balance reaches zero the invoice becomes Paid.
• You cannot record more than the balance due.
• The payment appears under Payments received on the invoice and in the customer's Billing, and counts towards Revenue for its date.

Recorded payments cannot currently be edited or removed. Check the amount and payment date before saving. If you record a payment incorrectly, do not enter another payment to compensate for it. Contact your MooTidy support contact for help before making further changes.