Payments

What Bank transfer, Cash, Card / POS, Cheque and Other each mean when you record a payment, and what to write in the Where / reference note.

When a client pays you, mark the invoice as paid so your records stay right. If your books are set up, you can also choose which bank account the money went into.

Use the Deposit to picker so a recorded payment hits the correct bank or cash account in your books, and understand when the picker appears and when it does not.

Record a partial payment when a client pays only part of an invoice, and track the remaining balance until it is settled.

Draft, Sent, Partially paid, Paid, Overdue and Cancelled: what each invoice status means, the colour of its chip, and what to do next.

Download all the receipts you have collected over a chosen period as a spreadsheet, and understand what each column in the file contains.

Recording a payment and marking an invoice paid needs the billing permission. Administrators, operations managers, case managers and billing officers have it. Here is why a teammate may not see the button.

When you mark an invoice paid, IzzyTap emails the client a branded receipt with the paid invoice attached, saves it to their documents, and posts a notification. A part payment sends a slightly different message with the balance still to pay.

A recorded payment cannot be deleted, because it is part of your audit trail. Here is what to do instead when you record the wrong thing, how refunds appear on the Payments report, and when to use a credit note.