Record a payment against an invoice
Recorded on a demo practice with fictional data.
Open the video pagePayments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
The problem it solves
Receipts recorded against the wrong invoice make the debtor list unreliable.
How it works
- Record a payment and choose the invoice it settles.
- Apply credit notes or unapply credits where needed.
- Edit or remove payments recorded in error.
What your practice gets
- Receipts matched to the right invoices.
- Credit notes handled properly.
- Payment methods that match your practice.
Watch it in the product
A short recording of payments and credits in use.
Questions accountants ask
Can I add my own payment methods?
Yes. Custom payment methods are supported.
Can I undo a credit application?
Yes. Credits can be unapplied.
Can I correct a payment?
Yes. Payments can be edited or deleted.
Related features
Features that work alongside payments and credits.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoVoid and reverse invoices
Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.
Recurring invoices
Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
Commission splits
Split commission on an invoice, review commission and exclude lines that should not attract it.
Online invoice and payment link
Clients open their invoice online, download the PDF and pay by card from a link.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.