Recording payments and managing transactions
Payments in Sliptree are recorded as transactions. A transaction has its own amount, date, and payment method, and is attached to the invoice it pays off. Recording partial payments is supported, so an invoice can be paid down in instalments.
Recording a payment
Open the invoice and click Add payment in the side panel (under Manage payments if a payment already exists). Fill in:
- Amount — defaults to the invoice's unpaid balance. Edit it to record a partial payment. The shortcut next to the label copies the unpaid amount into the field.
- Payment method — bank transfer, card, cash, and other methods.
- Date — when the payment was actually received.
- Description — optional internal note (not shown to the customer).
Click Save. The invoice's payment status updates immediately based on the new balance.
Partial payments and the outstanding balance
You can record any amount up to the unpaid total. Multiple partial payments on the same invoice stack up:
- The invoice stays Partially paid until the balance reaches zero.
- Once fully paid, the invoice moves to Paid automatically.
- The Unpaid figure at the top of the Manage payments panel always reflects the current remaining balance.
See Invoice payment status for how the payment status interacts with document status.
Removing a payment
To remove a payment from an invoice:
- Open the invoice and go to Manage payments.
- Click Edit next to the payment, then Delete.
The invoice's payment status recalculates automatically. If you removed the last payment, the invoice goes back to its previous status and becomes editable again.