How do I record a payment, including a down payment?

Add a payment to a sent invoice; the status follows by itself, and a down payment is just the first payment.

You will have recorded money received, and the invoice status will have updated.

Before you start

You need permission to edit invoices. The invoice must be sent, overdue or partially paid; a draft cannot take a payment, so send it first.

Open the invoice and go to Payments.
Fill Payment Title: for a down payment write something like "Down payment".
Enter the Amount (no more than the balance), the Payment Date and, if you like, the Payment Method.
If the invoice has instalments, pick which one it belongs to under Allocate to Installment.
Press Add Payment.

The payment appears in the list and the status becomes partially paid, or paid once the full total is received. Balance Due updates.

"Payment amount exceeds the remaining balance" means the amount is above what is still owed. On Toman sites the field takes Toman.
To remove a payment use the trash icon on its row. There is no confirmation. If a refund was made against it, void the refund first.
Choosing Paid in the Status dropdown does not record money; always add a payment.

Last updated: October 18, 2026