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Payment Tracking

Track invoice payments and outstanding balances

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# Payment Tracking


Stay on top of your cash flow with payment tracking.


Payment Dashboard


The Invoices page shows:

  • Total invoiced (all time)
  • Total paid
  • Outstanding balance
  • Overdue amount

    • Invoice Statuses


    Sent

    Invoice delivered, awaiting payment


    Viewed

    Client has opened the invoice (tracked automatically)


    Payment received and recorded


    Overdue

    Past the due date, not yet paid


    Recording Payments


    When you receive payment:

  • Open the invoice
  • Click Record Payment
  • Enter:

    • - Amount received

    - Payment date

    - Payment method

    - Notes (check number, etc.)

  • Click Save

    • Partial Payments

    Record partial payments:

  • Original invoice: $1,000
  • Payment 1: $500
  • Balance remaining: $500

    • Payment Reminders


    Send automatic reminders:

  • Before due date
  • On due date
  • After due date (overdue)

    • Setting Up Reminders

  • Go to Settings > Invoice Settings
  • Enable reminders
  • Choose timing
  • Customize message

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