Record payments and refunds

Record payments and mark invoices part paid

Got paid by bank transfer, cash, or cheque? Record it against the invoice and it’s marked paid. Take part of the balance now and Sendinvo shows the invoice as “Part paid” until the rest clears. Made a refund? Log that against the invoice too.

Your first 3 invoices are free to send, no card needed.

How it works

From “sent” to “paid” in a few taps

1

Open the invoice

Find the invoice you were paid on and choose to record a payment against it.

2

Enter what you were paid

Type the amount and pick how it arrived: bank transfer, cash, cheque, or other.

3

Watch the status update

Pay it in full and it’s marked paid. Pay part and it shows as “Part paid” until the balance is settled.

4

Log a refund if you need one

Refund a card payment and Sendinvo sends it back through Stripe. Log any other refund as a negative entry.

The details

Keep each invoice honest about where it stands

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 payment taken through Stripe and Sendinvo sends the money back through Stripe for you. 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.

Questions

Good to know

How do I record a payment a client made by bank transfer or cash?

Open the invoice, choose to record a payment, enter the amount, and pick how it was paid: bank transfer, cash, cheque, or other. When the full amount is recorded, the invoice is marked paid.

How do I mark an invoice part paid?

Record less than the full amount and the invoice shows as “Part paid” until the balance is settled. Record the rest whenever it arrives and the invoice moves to paid.

How do refunds work?

Refund a card payment taken through Stripe and Sendinvo sends the money back through Stripe. Record a refund you made another way and it’s logged against the invoice as a negative entry, with no money moving. You can’t refund more than the cash actually paid on the invoice.

Where can I see everything I’ve recorded?

Payments you record appear in the invoice activity timeline, and every payment and refund is kept in the invoice’s payment record and CSV ledger.

Keep every payment on the record.

Start free, record what you’re paid, and let each invoice show exactly where it stands.