Money & invoices
Record a payment — full or partial
Mark payments received, split partials, and keep your receivables clean.
Updated 12 May 2026
Quick summary
One or two sentences describing what the user accomplishes by following this article.
Steps
- Step one.
- Step two.
Related
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Related articles
Create and send your first invoice
Turn a milestone into a branded PDF invoice and share via portal, WhatsApp, or email.
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When a deal dies, clean up your books without inflating receivables.
Set up your payment schedule
Apply a template or build a custom schedule with phases and milestones.