Invoices and receipts
Record a full or partial amount against the invoice after receiving the money. The balance updates and each recorded payment creates its own receipt.
Payments
Know what’s paid.And what’s still due.
Keep invoices, recorded payments, receipts and outstanding balances together, linked to each customer and booking.
- Connected invoices
- Full and partial payments
- Clear outstanding balances
A balance you can account for.
Record an example payment and watch the invoice balance update.
Riverside SpacesInvoice INV-2026-1042
Part paid
Invoice INV-2026-1042
Riverside
Community Club
4 weekly sessions · Main hall
| Space hire · 4 × $100.00 | $400.00 |
| Recorded payments | −$250.00 |
| Outstanding | $150.00 |
|---|
Payment record
Keep the balance current.
Bank transfer14 September 2026
$250.00Try a payment. This example does not collect money.
Credit notes and refunds
Reduce money still owed with a credit note. For money already paid, track the refund from request and decision through to the recorded payout.
See what remains open
Filter invoices by status and age, or review finance-close worklists for unpaid invoices and refunds. Keep an approved refund visible until its payout is recorded.
Keep every payment connected.
Follow an invoice through recorded payments, receipts and the balance still due.
Connected records
Follow every amount
InvoiceINV-2026-1042
$405.00Recorded paymentBank transfer
$255.00ReceiptLinked to the payment
$255.00A little more detail
Good to know.
Can I record a partial payment?
Yes. Record the amount against an invoice and its outstanding balance updates. The payment creates a receipt.
Are recording payments and issuing refunds separate permissions?
Yes. Money coming in and money going back out are controlled separately, so a role can record payments without permission to issue refunds.
Can I export financial records?
Yes. Invoices, receipts, credit notes and refunds have CSV exports that respect the filters you apply.
Does adding a payment provider collect money automatically?
No. Current checkout can direct customers to an external payment page. Your team verifies and records money received; saving a provider does not activate live in-app gateway collection.