⏱️ 2 min read
Tracking Payments
Record payments against invoices, track outstanding balances, and see which invoices need attention.
1
View your invoices
Tap 'Invoices' in the bottom navigation to see all your invoices. By default, unpaid invoices are shown first.
2
Filter by status
Tap the filter options to show specific invoices: Unpaid, Overdue, Due Soon, Paid, or All. This helps you focus on what needs attention.
3
Open an invoice
Tap on any invoice to see its details, including the customer, line items, total amount, and current payment status.
4
Take a payment
Tap 'Take a payment' to record payment. Choose from Payment Link or Cash. Enter the amount received.
💡You can record partial payments if a customer pays in instalments.
5
Track payment status
Invoices update automatically to show Paid, Partial, or Overdue status. Use the filters to quickly see all unpaid invoices across your customers.
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