Record a manual or partial payment
Log payments you receive outside Papertools — in full or in installments — and keep every invoice's balance accurate.
When a customer pays you outside Papertools — by bank transfer, cash, check, or a card you charged elsewhere — record it so your balances and reports stay accurate.
Record a payment
- Open the invoice and choose Record payment.
- Enter the amount and date, and pick the method — Bank, Card, Check, or Cash.
- Save. Papertools creates a receipt you can send to the customer.
Partial payments
Only part of the invoice paid? Enter just what came in. The invoice moves to Partial and keeps the remaining balance open. Record more payments as they arrive — when the total is covered, it flips to Paid automatically.
This is ideal for deposits, installments, or retainers.
Managing payments
Every payment you record appears under Payment Receipts, where you can review or resend any of them.
Recorded one by mistake? Void the payment receipt — it's removed from your totals and the invoice's balance reopens. (You'll also need to void payments before you can edit a paid invoice.)