✨ Features

Payments

Record and track payments received against invoices.

Payment Methods

MethodDescription
BANK_TRANSFERWire/bank transfer
CASHCash payment
CHEQUECheck payment
CREDIT_CARDCredit card
DEBITDebit card
ONLINEOnline payment (PayPal, Stripe, etc.)

Payment Features

  • Invoice linking — associate payments with specific invoices
  • Partial payments — record multiple payments against one invoice
  • Payment notes — add context to payments
  • Currency tracking — payment currency may differ from invoice
  • Payment history — complete audit trail of all payments

Payment Flow

Diagram; its source is available below
Diagram source
graph TB
    A["Invoice Sent"] --> B["Client Pays"]
    B --> C["Record Payment"]
    C --> D["Full Amount"]
    C --> E["Partial Amount"]
    D --> F["Invoice: PAID"]
    E --> G["Invoice: PARTIALLY_PAID"]

Permissions

ActionPermission
View paymentsPAYMENT_VIEW
Create/edit paymentsPAYMENT_ADD_EDIT

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