Help & Guides / Step-by-step guide

Record a payment

Mark an invoice paid, or part paid, when the money lands.

Menu
Office › Money › Invoices
Direct link
skysuite.pro/office/money/invoices
Level
Basic
Length
5 steps, about 2 minutes

  1. In the left menu, under “Money”, click “Invoices”.

    OpensThe “Invoices” page.

    Invoices in the Money group.

  2. Click the invoice the client paid, for example “DEMO-2007”. Its status says “sent”, “viewed”, “partial” or “overdue”.

    OpensThe invoice page.

    The invoice list with a sent invoice.

  3. Click “Record Payment”.

    OpensThe “Record Payment” box.

    The Record Payment button on the invoice.

  4. Fill in “Amount” (marker 1), pick the “Payment Method” (marker 2), such as “Check” or “Bank Transfer”, and set the “Payment Date” (marker 3).

    The Record Payment box with Amount, Payment Method and Payment Date.

  5. Click “Record Payment” at the bottom of the box.

    OpensThe invoice again, now “paid”, or “partial” if it was part of the balance. The payment is in your books.

    Final button Traced from the code, not clicked through. Tell us if the label differs.
    The Record Payment button at the bottom of the box.

“Record Payment” shows only on invoices that were sent (“sent”, “viewed”, “partial” or “overdue”); a draft has to be sent first. Clients who pay online by card are marked paid for you.

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