When a client pays you (by cash, check, or any method outside of Stripe), you can manually record the payment in InvoiceOwl:
- Click Invoices in the left sidebar and click on the invoice you want to record a payment for.
- On the invoice detail page, click the Record Payment button in the right sidebar.
- The Record Payment page opens showing the client name and their outstanding invoices.
- The current invoice is pre-selected with the balance due amount filled in. You can adjust the payment amount if needed.
- Fill in the payment details:
- Payment Method -- select from the available options (Cash, Check, Bank Transfer, Credit Card, Other, etc.).
- Reference -- optionally add a reference number (check number, transaction ID, etc.).
- Transaction Date -- defaults to today, but you can pick a different date.
- Details -- optionally add any notes about the payment.
- Click Record Payment to save.
The payment is applied to the invoice and the balance due updates automatically. If the full balance is paid, the invoice status changes to Paid.
Note: You can also split a single payment across multiple invoices for the same client by selecting additional invoices on the Record Payment page.
On the Mobile App
- Tap the Invoices tab and tap the invoice you want to record a payment for.
- Tap Collect Payment at the bottom of the screen.
- The payment screen opens showing the client's outstanding invoices. The current invoice is pre-selected with the balance due amount filled in.
- You can adjust the amount and select additional invoices to split the payment across.
- Fill in the payment details:
- Payment Method -- tap to choose Cash, Check, Bank Transfer, Card, Venmo, Zelle, or Other.
- Reference -- optionally add a reference number.
- Notes -- optionally add details about the payment.
- Tap Record Payment to save.
The payment is applied and the balance due updates automatically. If the full balance is paid, the invoice status changes to Paid.