Sales article

Record bank transfers, cash, or other offline payments against an invoice so balances stay accurate.

Step 1 — Open the invoice

From Sales → Invoices, open the invoice with an outstanding balance.

Step 2 — Record payment

1. Click Record Payment.
2. Enter amount (partial or full).
3. Choose date and payment method (e.g., bank transfer).
4. Add an optional reference note.
5. Save.

Result

The invoice status updates to Partially paid or Paid. The payment appears under Sales → Payments and on the contact activity timeline.