You cannot add a payment to a draft invoice yet. An invoice must first have an invoice number and invoice date before a payment can be added. To do this, you can send the invoice to the customer first or send it manually (the invoice will then be downloaded as a .pdf file and will not be sent to the customer).

Follow the steps below to add a payment to an invoice.

Step 1: Open the invoice.

Step 2: Click the 'add payment' button above the invoice.

Step 3: Enter the payment date, paid amount and payment method.

Step 4: Click on 'add payment'.

Step 5: The payment is processed and the invoice status is properly updated (to 'partially paid' or 'paid').🥳

Automatic registration of payments with the Mollie integration

The Mollie integration allows you to have your invoices paid by clients via a payment button in your invoice messages. Click here for more information.

It is possible to manually delete a payment on an invoice.

Step 1: Go to the invoice where you want to delete a payment.

Step 2: Processed payments can be found to the right of the invoice. Hover over the payment you want to delete. You will now see a bin appear to the right of the amount (see image below).

Step 3: Click on the trash can icon. Now a warning pops up explaining that removing the payment will change the invoice's status to 'open'.

Step 4: Click on remove payment.

Step 5: The payment is removed.🥳

I cannot add a payment. Why is that?

You cannot add a payment to a draft invoice. An invoice must first have an invoice number and invoice date before a payment can be added. To do this, you can send the invoice to the customer first or send it manually (the invoice will then be downloaded as a .pdf file and will not be sent to the customer)