Recording a payment

When a client pays, you record the payment against the invoice. SummitPSA tracks the amount received and updates the invoice status accordingly. You need the finance > edit permission.

Record a payment

1. Open the invoice and choose Record payment.
2. Enter the amount (must be greater than zero).
3. Pick a payment method: bank_transfer (default), credit_card, cheque, direct_debit or other.
4. Set the payment date (defaults to today) and optionally add a reference and notes.

What happens next

• The amount is added to the invoice's paid total, and a payment record is stored.
• If the paid total reaches the invoice total, status becomes paid and the paid timestamp is set.
• If only part of the balance is covered, status becomes part_paid.
• You can record multiple payments against one invoice — useful for instalments or deposits.

An invoice that has any recorded payment cannot be voided. Reverse or correct the payment record first if you need to cancel the invoice.

Recorded payments feed the finance dashboard's "paid this month" figure and are reflected in the accounting exports (Xero CSV and QuickBooks IIF).