Record any payment against an invoice — cash, check, card, or a digital app — so your books and your client's balance always match reality.
Record a payment
Open the invoice and click Collect Payment. Fill in the details:
Check the Transaction date.
Enter the Total amount — the invoice balance is shown for reference, and you can take a partial payment.
Choose the Payment method: Card, Cash, Check, Cash App, PayPal, Venmo, Zelle, or Other.
Add a Note if it helps, and leave Auto-send receipt ticked to email the client a receipt.
Click Process payment.
The invoice updates automatically — to Paid if the balance clears, or Partial Payment if some remains.
Tip: Want clients to pay by card themselves, without you keying it in? Set up SityPay — see Set up SityPay to accept card payments.
Related: Where can I see all payments?