Payments

Track every payment so you know exactly where you stand.

Recording a Payment

1. Go to Invoicing
2. Find the invoice
3. Click Record Payment
4. Enter:
   • Amount — How much was paid
   • Date — When you received it
   • Method — Bank transfer, card, cash, etc.
   • Reference — Optional (e.g., bank transaction ID)
5. Click Save

The invoice status updates automatically.

Payment Status

Partial Payments

If a customer pays in instalments:

1. Record the first payment (invoice shows "Partially Paid")
2. Record subsequent payments as they arrive
3. When total payments equal the invoice, it marks as "Paid"

Viewing Payment History

On any invoice, click Payments to see:

• All payments recorded
• Dates and amounts
• Payment methods
• Remaining balance

Syncing with Xero/MYOB

If you've connected your accounting software:

• Invoices sync automatically
• Payments recorded in Klearcut sync too
• Payments recorded in Xero/MYOB sync back

See Integrations for setup.

Refunds

If you need to record a refund:

1. Open the invoice
2. Click Record Payment
3. Enter a negative amount
4. Add a note explaining the refund
5. Click Save