Paid by bank transfer, cash on the day, or a cheque in the post? Record it against the invoice and it’s marked paid. Take a deposit up front and the rest when you finish, and the invoice sits at “Part paid” until the balance clears. Paid something back? Log the refund against the invoice too.
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Find the invoice for the job you’ve been paid on and choose to record a payment against it.
Type the amount and pick how it arrived: bank transfer, cash, card, cheque, or other. Sendinvo starts on however this client paid last time.
Record the full amount and the invoice is marked paid. Record part of it and it shows as “Part paid” until the balance is settled.
Charged too much? Refund a card or instant bank payment and Sendinvo sends it back through Stripe. Log any other refund as a negative entry.
Most of what you’re owed arrives where Sendinvo can’t see it: a bank transfer the evening you finish, cash on the day, a cheque in the post, or a business’s payment run weeks later. Record it against the invoice and your books match your bank, so you know which jobs are settled and which are still owing.
When the money lands in your account or in your hand, record the payment on the invoice and choose how it was paid: bank transfer, cash, card, cheque, or other. It starts on however this client paid last time, and Activity says it: “Recorded £400.00 paid by cheque”. Once the full amount is in, the invoice is marked paid. Mark paid asks the same question about the rest.
Finished the job and the client wants to pay before you leave? With card payments connected, Take payment shows the invoice’s pay page as a QR code. The client scans it with their own phone and pays by card or instant bank payment, and the invoice marks itself paid when the payment lands, with nothing for you to record.
A deposit before you order the materials, a payment part way through, the balance when you finish: record each one as it lands and the invoice shows as “Part paid” until the balance is settled. Sendinvo carries the running balance rather than leaving you to work it out, and if you want the stages set out on the invoice up front, that’s deposits and payment plans.
Money sometimes has to go back, on a deposit for a job that never started. Refund a card or instant bank payment from the invoice and Sendinvo sends it back through Stripe, 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. Paid it back in cash or by transfer instead? Record that against the invoice and it logs as a negative entry, with no money moving. Either way, you can’t refund more than the cash actually paid on the invoice.
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. When your accountant asks what a job actually brought in, the answer is on the invoice rather than somewhere in a year of bank statements.
Open the invoice, choose to record a payment, enter the amount, and pick how it was paid under Paid by: bank transfer, cash, card, cheque, or other. It starts on however this client paid last time. When the full amount is recorded, the invoice is marked paid.
Record less than the full amount and the invoice shows as “Part paid” until the balance is settled. That covers a deposit taken before you order the materials, or a stage payment part way through a job. Record the rest whenever it arrives and the invoice moves to paid.
Refund a card or instant bank payment from the invoice and Sendinvo sends it back through Stripe, in full or in part. 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.
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.
Record the transfer, the cash, or the cheque as it lands, and every invoice tells you what the job still owes you.