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 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 paid and payment method.
4. Save the payment.

What happens next

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