Invoice Payments & Corrections
Record partial payments, track payment history, issue corrective invoices, and manage invoice status.
What you'll learn
- ✓Recording full and partial payments on invoices
- ✓Viewing payment history and reverting paid status
- ✓Issuing corrective invoices with before/after tracking
- ✓Changing invoice status manually
Record a payment
Open any invoice and look at the Summary sidebar on the right. Below "Amount Due", click the green "Record Payment" button. Enter the amount received, select the date, choose a payment method (bank transfer, cash, card, check, or other), and optionally add a reference number. Click "Save Payment" — the invoice automatically updates to "partial" status if the amount is less than the total, or "paid" if fully covered.
Pro tip: You can record multiple partial payments over time. Each one is tracked separately in the Payment History section below the notes.
View payment history
Scroll down below the Notes section to see the Payment History card. Each recorded payment shows the amount, date, payment method badge, and reference notes. The total of all payments is displayed at the bottom. You can delete individual payment records if entered incorrectly — click the trash icon next to any payment.
Revert a paid invoice
If you accidentally marked an invoice as paid, look at the Summary sidebar — below the green "Paid" badge, there's an "Undo — mark as unpaid" link. Click it and confirm. The invoice will revert to its correct status based on actual recorded payments: "partial" if some payments exist, "sent" if it was previously sent, or "draft" otherwise.
Change invoice status
Click the colored status badge next to the invoice number (e.g., "Draft", "Sent"). A dropdown appears with all available statuses: Draft, Sent, Viewed, Partial, Paid, Overdue, and Cancelled. Select the new status — it saves immediately. When you change to "Sent", the sent timestamp is recorded automatically.
Pro tip: Use this to manually mark invoices as "Overdue" or to revert a status if needed.
Issue a corrective invoice
For invoices that have already been sent or paid and need corrections, click the correction icon (circular arrow) in the header toolbar. Confirm the action — a new corrective invoice is created with a "/COR" suffix (e.g., INV-0006/COR). All line items are copied from the original with their original values stored as a snapshot.
Edit the correction
On the corrective invoice, edit the items that need correcting — change quantities, prices, or add/remove items. Modified items automatically show the original total with a strikethrough next to the new total, so the client can see exactly what changed. Fill in the "Reason for Correction" field to explain why the invoice was adjusted (e.g., "Price adjusted per client agreement"). Send the corrective invoice to the client.
Pro tip: The original invoice stays untouched with a banner linking to the correction. The corrective invoice has a banner linking back to the original — full audit trail.