SAM · Guide
Record a full or partial invoice payment
EnglishUpdated Sep 13, 2026
Use invoice payments for money received against an issued invoice. Creating or issuing the invoice does not mean that the customer has paid it.
Record a payment
- Open Operations → Invoices and find the issued invoice.
- Review Total, Paid, any applied advance and Balance Due.
- Use Record Payment.
- Select Payment Method, enter the Amount, Payment Date and useful Notes.
- Check the displayed remaining balance and submit using Record Payment.
- Reopen the invoice and confirm the entry under Payments Received.
The amount must be at least 0.01 and must not exceed the balance due. Enter only the amount actually received. A partial payment leaves the unpaid remainder on the invoice.
Choose the correct method
The normal payment dialog offers methods such as Cash, Card, Bank Transfer, Cheque, Online Payment and Other. Recording a card or online method manually does not charge a card or contact a payment provider.
Where enabled, Pay Online opens the configured online-payment route. Check the invoice after the provider confirms payment before entering any manual receipt for the same money.
Gift-card payment controls are available in the invoice creation flow, not the later Record Payment dialog. Check the card's code, expiry and available balance. Do not treat a gift-card redemption as new cash received.
What happens next
The invoice's paid amount and remaining balance update. A payment-confirmation email may be queued when email is configured; successful recording and successful delivery are different outcomes.
Troubleshooting
Draft and approved invoices cannot accept payment. If the amount appears too high, check advances and earlier payments first. After a timeout, reload Payments Received before retrying. Ask the billing administrator to handle an incorrect receipt; do not record another positive payment to cancel it.