How to check a payment history in an invoice?

You can view the full payment history for any invoice directly on the invoice detail page:

1. Click Invoices in the left sidebar.
2. Click on the invoice you want to check.
3. Scroll down on the invoice detail page to the Payments Received section.
4. Here you will see all payments recorded against this invoice, including:
   • Payment method (Cash, Check, Card, ACH, Credit Memo, etc.)
   • Payment date and reference number
   • Amount of each payment
   • Status -- a green checkmark for completed payments, amber clock for processing, or red icon for failed payments
   • Refunds are shown in red with a refund icon
5. For each non-credit-memo payment, click the three-dot menu to Refund (for Stripe payments) or Delete (for manually recorded payments).

The totals section above the payments shows the running breakdown: Subtotal, Discount, Taxes, Total, Payments Applied, and the remaining Balance Due.

For paid invoices, you can also download or email a receipt using the Receipt dropdown in the right sidebar.

On the Mobile App

1. Tap the Invoices tab and tap the invoice you want to check.
2. On the invoice detail screen, scroll down to see the totals breakdown showing Payments Applied and Balance Due.
3. The totals section shows: Subtotal, Discount, Taxes, Total, Payments Applied, and the remaining Balance Due.

For paid invoices, you can tap Send Receipt at the bottom of the screen to email a receipt to your client.