Record payments

Use payment recording for money received outside TREVY, such as a bank transfer or cash payment. It updates the invoice record; it does not move money or charge a card.

Record a payment on an issued invoice

1. Open the invoice and choose Actions → Record Payment.
2. Enter the Payment Amount. The initial amount is the remaining balance; reduce it for a partial payment.
3. Set the Payment Date and choose Payment Method.
4. If Paid Into appears, select the account that received the money.
5. Review the remaining balance and confirm the payment.

Recorded methods are Cash, Bank Transfer, Card, Cheque, and Other. Choose the method actually used.

The amount must be positive and cannot exceed the remaining balance. A partial payment leaves the rest outstanding. Record Payment is available for an issued invoice with a balance due and is unavailable while a dispute is open.

Record money received before issue

While preparing the invoice, use Record Payment Received to enter the amount, date, and method for money already received. Review those details before issuing.

The amount cannot exceed the invoice's final discounted total. If client credit is also selected, TREVY applies the received payment first and limits credit to the balance left over. A change to the total may require you to adjust these amounts manually.

For example, a 1,000 invoice with 200 already received and 100 of applied client credit leaves 700 due. The 100 credit is not another cash payment.

Send a payment confirmation

When the new payment covers the entire remaining balance, you can enable Send Payment Confirmation and Review Email before confirming. The payment form does not offer payment confirmations for partial payments.

A settled invoice may also offer Actions → Send Payment Confirmation if an eligible confirmation has not already been sent. This action is not available for every paid invoice: successful Stripe payments, an open dispute, or a confirmation already sent can affect availability.

Review the recipient and email. If delivery fails after saving, check the invoice's payment history before attempting the action again; do not record the money twice to retry an email.

Check the result

Check the amount collected, remaining balance, and activity after saving. Do not record a successful Stripe payment manually as well. If an incorrect payment is already recorded, do not add another payment or create an unrelated credit note merely to hide it; inspect the existing record before correcting it.

See Client credit for credit applied from earlier credit notes and Credit notes and refunds when returning money or correcting an invoice value.