Record a Payment
Mark an invoice as paid so your records and reports reflect the money received.
#Purpose
Keep invoice statuses and revenue accurate.
#Business goal
A true picture of what has been paid and what is outstanding.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 2–5 minutes |
| Departments involved | Finance |
| Business modules used | Finance |
| AI departments used | — |
| Required permissions | Finance access |
| Prerequisites | A sent invoice. |
#Workflow at a glance
1
Payment received
From the client.
2
Open invoice
The sent one.
3
Mark paid
Set status & date.
4
Reports update
Revenue reflects it.
#Step by step
1
Confirm payment
Verify the client's payment has been received.
2
Open the invoice
Find the sent invoice.
3
Mark it paid
Set its status to paid; the paid date is recorded.
4
Check reporting
Revenue and profitability now reflect the payment.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
The invoice shows as paid with a paid date, and revenue reflects it.
#Common mistakes
- Marking paid before the money is actually received.
- Leaving paid invoices as sent, skewing outstanding balances.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Revenue looks low | Ensure paid invoices are marked paid, not left as sent. |
#FAQ
Do invoices reconcile with a bank feed?
No — bank reconciliation is not a feature; you mark invoices paid to keep records current.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Finance Module
Invoices.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
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