Record a bank transfer or part payment
Log money that arrived outside the Pay button — all of it or part of it — and the invoice asks only for what is left.
- Plan
- Every plan
- Updated
On this page
Record a paymentLink to “Record a payment”
- On the project’s Invoices tab, find the sent invoice and choose “Record payment”.
- Enter the “Amount received” — it starts filled in with the full balance — and the “Date received”.
- Choose “Record payment”. Anything less than the balance leaves the invoice open; the payment that covers the balance marks it paid.
The invoice row then reads, for example, “Paid $200 of $450 · $250 still due”. You cannot record more than the balance.
What your client seesLink to “What your client sees”
- Their invoice page shows “Received so far” and the “Balance due”.
- The Pay button charges the balance, never the full total again — the same goes for money drawn from a prepaid balance.
- Reminders show what was received and ask for the rest.
- Their statement of account lists each payment on its own line.
“Mark paid” is still there for an invoice paid in full in one go.
Related articles
- Getting paidTake card payments with StripeConnect your own Stripe account once and every invoice gets a Pay button — on Free too.
- Getting paidAutomatic invoice remindersSet follow-ups for unpaid invoices, pause them when needed, and keep payment status current.
- Sharing with clientsStatements of account and client billing detailsOne link that shows a client every invoice and payment with a running balance, for any period, as a page or a PDF.
Still stuck?
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