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Payments

Learn how to record payments, configure payment methods, and reconcile income.

4 articles

Record a Payment on an Invoice

Recording a payment marks money received against an invoice so balances, status, and reports stay accurate. Manual vs online payments Manual recording — use when the…

2 min read

View and Manage Payments

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…

1 min read

Configure Payment Modes

Payment modes define how customers pay you and how your team categorizes payments when recording them. What is a payment mode? Examples include check, bank transfer…

1 min read

Accept Online Payments

Online payments let clients pay invoices through the client portal using configured payment gateways such as Stripe. Prerequisites Payment gateway configured in Setu…

1 min read