Skip to main content

Recording Payments and Tracking Activity

Discover how to easily record manual payments on invoices and track your billing activity using Invoice and Payment Reports.

Click images to enlarge.

  1. To log a manual payment, open the invoice and select Record Payment.

  2. Enter the payment type, destination account, date, and amount, then save the payment.

  3. Navigate to the Reports tab and select either Invoice Reports or Payment Reports to filter and track paid, unpaid, or partially paid invoices.

Did this answer your question?