The payments list gives you a single place to review money received and linked invoice or expense activity.
Open the payments list
Go to Sales → Payments to see all recorded payments.
Payments linked to invoices or expenses
- Invoice payments — collected from customers against invoices.
- Expense payments — money paid out against vendor expenses (when recorded on an expense).
Click a payment to open its detail view and see the related invoice or expense.
Edit a payment
- Open the payment from the list.
- Update fields such as date, amount, payment mode, bank account, or note.
- Save changes.
Editing permissions depend on your role. Only users with payment edit access should correct historical records.
Filter payments
Use year, status, category, and payment mode filters to narrow the list for reconciliation or reporting.
Reporting impact
Payments drive paid invoice status and income reports. After correcting a payment, verify the related invoice balance and reports reflect the change.