Recording payments as credits
When a customer pays you (by cash, check, bank transfer, or any other method), record it as a credit on their account. Credits reduce the customer’s balance.1
Open the customer page
Go to Customers and click on the customer’s name.
2
Click Add Entry
In the Billing section, click the Add Entry button.
3
Select Credit
Choose Credit as the entry type.
4
Enter payment details
- Enter the payment amount
- In the notes field, include:
- Payment method (cash, check #1234, bank transfer, etc.)
- Date received
-
Any reference numbers
5
Save
Click Save. The customer’s balance will update immediately to reflect the payment.
Recording partial payments
If a customer makes a partial payment:- Record a credit for the amount they paid
- The remaining balance will show on their account
- When they pay more, record another credit
- Record a $40 credit
- Their balance will show -$60 remaining
Viewing payment history
To see all payments (credits) for a customer:- Go to the customer’s page
- Scroll to the Billing section
- All billing line items are shown, including payments (credits)
- Credits show as positive amounts
- Go to Billing in the sidebar to see all line items across all customers
- Use search to filter by customer or amount
- View line item details including notes with payment information
Online payments
For now, share payment links with customers so they can view their balance, then:- Arrange payment via your preferred method (cash, check, Venmo, Zelle, etc.)
- Record the payment as a credit on their account
- Include payment method and details in the notes field