Record a payment

Record a payment when a customer pays all or part of an invoice outside of Dave's online payment flow—for example by check, cash, or e-transfer.

If the customer pays online through Dave Payments or Stripe, Dave records the payment automatically. You do not need to record it manually.

Steps

1. Open the project and open the invoice.
2. Select Record Payment.
3. Enter the amount actually received, payment method, and date. Check the invoice balance first so you don’t record the same payment twice.
4. Save the payment, then verify the entry in payment history and the remaining balance.

If the customer paid only part of the invoice, record that amount. The remaining balance stays outstanding. For corrections or refunds, use the appropriate invoice action.

What happens next

The invoice balance updates automatically. You can send reminders for any remaining balance.