Quotes, invoices & money

Record money already received

Reviewed: 2026-10-15

Evidence of money received and permission to record it. Use the controls available to your role and account; this guide does not perform the task.

Step-by-step guide

1. Open the correct invoice and check the balance.
2. Select the actual received payment method, amount and date.
3. Record a safe reference without full card or banking credentials.
4. Save once, then confirm remaining balance and receipt.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.