A receipt records a payment received from a client. You can record one against a specific invoice, or as a standalone payment that you then allocate across one or more invoices.

Record a receipt directly from an invoice

  1. Open the invoice (must be Approved and Unpaid or Partially Paid).
  2. Click Record Receipt.
  3. Enter the receipt date (when the payment was received).
  4. Pick the payment method: Cash, Bank Transfer, Cheque, or Card.
  5. The invoice's outstanding line items are shown — enter the amount allocated to each.
  6. Review the total receipt amount.
  7. Click Save.

The invoice's balance is updated. If fully paid, its status switches to Paid.

Record a standalone receipt

Use this when a client pays in a lump sum that covers several invoices, or pays in advance:

  1. Click Receipts in the sidebar (under Invoicing).
  2. Click Add Receipt.
  3. Pick the client and currency.
  4. The platform lists all eligible unpaid invoices for that client and currency.
  5. Allocate the receipt across invoice line items.
  6. If there's an unallocated amount, it becomes a credit balance on the client that you can apply to future invoices.
  7. Click Save.

Tip: Need to apply an unallocated client credit later? Open the invoice you want to settle and click Apply Credits to draw from the client's available credit balance instead of recording a new receipt.

Note: Receipts can span multiple invoices and multiple line items per invoice — this is useful when a single bank transfer settles several months of fees in one go.