Record payments and mark invoices part paid

Most of the money you’re owed lands outside Sendinvo: a bank transfer, cash on the day, a cheque in the post. Recording it against the invoice keeps your books matched to reality, so you always know what’s settled and what’s still outstanding.

Record a payment made outside Sendinvo

When a client pays you directly, record the payment on the invoice and choose how it was paid: bank transfer, cash, cheque, or other. Once the full amount is in, the invoice is marked paid. If your client would rather pay by card, card payments can settle the invoice automatically instead.

Part payments and running balances

Record part of what you’re owed and the invoice shows as “Part paid” until the balance is settled. Add the rest whenever it arrives, in one go or in stages, and Sendinvo carries the running balance for you rather than leaving you to work it out.

Refunds, in and out of Stripe

Refund a card or instant bank payment from the invoice and Sendinvo sends it back through Stripe for you — all of it, or part. The money returns to the card or bank account it came from, and the invoice reopens for whatever is still owing. Record a refund you made another way and it simply logs against the invoice as a negative entry, with no money moving. Either way, you can’t refund more than the cash actually paid on the invoice.

Every payment kept on the record

Payments you record appear in the invoice activity timeline, and every payment and refund is kept in the invoice’s payment record and in your CSV ledger, so your accountant and your future self can see exactly what happened and when.