Recording payments
Track every payment, partial or full, from any source.
Auto-recording (Stripe)
If your client pays via the Stripe checkout link, Invoicely receives a webhook from Stripe and automatically:
- Creates a payment record
- Sets invoice status to paid
- Updates your revenue stats
Manual recording (bank transfer, cash, etc.)
Open the invoice
Click on the invoice in the Invoices list.
Click "Record Payment"
A small form opens.
Fill in details
Amount (defaults to remaining balance), date received, method (Bank / PayPal / Cash / Other), optional reference number.
Save
The invoice flips to "partial" if amount < total, "paid" if equal, or stays "sent" if you accidentally enter $0.
Partial payments
You can record multiple partial payments. Each becomes its own row in the payment history. The invoice shows "X paid of Y, Z remaining."
Refunds
To refund, issue a credit note. Don't delete payments — that breaks your audit trail.
Payments page
The Payments page in the sidebar lists every payment across all invoices. Filter by date range, customer, or method. Export to CSV for accounting.