Go to Karbon

If you've received a physical payment or bank transfer directly to your account for an invoice you sent out, you can manually record their payments.

To record a manual payment

  • Click Billing off of the main menu

  • Click Invoices

  • Click "Awaiting Payment"

  • Find the Client who paid you, and click "Record Manual Payment" for the relevant Invoice

  • This opens a modal to fill in:

Please keep in mind the following notes:

  • You can record an Invoice payment for anything above 0, up to the due amount

  • If you record a payment for less than the due amount

    • The invoice stays in Awaiting Payment

    • The due amount reduces

  • If you pay the due amount

    • The invoice moves from Awaiting Payment to Paid

  • If you receive a payment that covers more than one invoice, you'll have to record separate payments for each invoice covered.

  • You can't future date payments

  • You can post-date payments, if you banked that check yesterday, record it with yesterday's date

    • You can only record payments in open accounting periods

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