Record a payment that has already been received

Before you start

You need the permitted receipt action, an invoice with an eligible balance and a receipt reference from your payment evidence. Confirm the amount and currency.

Follow these steps

1. Open the invoice detail and inspect existing receipts.
2. Find Record a payment already received.
3. Enter the amount and a meaningful receipt reference.
4. Review both against the actual payment, then choose Record payment once.
5. Check the resulting receipt, amount paid and remaining balance.

Check the result

The invoice reflects the recorded receipt when the action succeeds. A partial payment can leave a balance outstanding.

If you get stuck

If the response is interrupted, inspect the invoice before repeating the action. If the amount is rejected, compare it with the available balance and the error message.

One thing to remember

Do not record a promised payment as received. Do not use this form for a refund or a credit note; those have different accounting effects.

Keep going

• Find unpaid and overdue invoices without mixing the two
• Write a support ticket that is easier to investigate

Still need a hand?

Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.

Open a support ticket. Visitors without a workspace can contact us.

Still stuck?

Before contacting support:

1. Confirm the workspace, record number, date range and status.
2. Check your role permissions and the source document.
3. Refresh once and search for the record before repeating a submission.
4. Check the relevant guide for the next action; do not force a match, posting or approval.

If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.