Record a payment
Log bank transfers, cash, or other offline payments so invoice status stays accurate.
When a client pays outside Stripe — bank transfer, cash, cheque, or another method — record the payment on the invoice so status and reports stay correct.
1. Open the invoice and tap Record Payment
- Open the invoice from the Invoices list.
- On Edit Invoice, tap Record Payment in the bottom bar (available while there is a remaining balance).
2. Enter payment details
- Choose Full Payment (the amount due) or Partial Payment.
- For a partial payment, enter the Amount Received. The sheet shows the current Amount due underneath.
- Set the Payment date.
- Choose a Payment method (for example Cash, Bank Transfer, Cheque).
- Tap Record Payment.
3. Confirm Payment History
After you save, Payment History updates on the invoice:
- A progress bar shows how much was Received of the invoice total.
- Status becomes Partially Paid when some balance remains, or Paid when recorded payments meet the total.
- Each entry under Transactions lists the date, method, and amount.
You can delete a manual payment (trash icon) if you entered it by mistake; status adjusts back toward Sent or Partially Paid as needed. Stripe online payments may also appear in the same list when they sync automatically.
Online card payments
If the client paid online via Stripe, Trueinvoice reconciles that automatically — you usually do not need to record it by hand. See Connect Stripe and get paid.