Invoices, payments, and retainers

Record and remove invoice payments

Reconcile money received outside Unify Revenue and correct payment records.

Record a manual payment

1
Open the invoice
Choose Record payment from an open or paid invoice.
2
Enter the receipt
Add the payment date, amount, and optional notes.
3
Save
The payment reduces the balance. When payments cover the total, the invoice becomes paid.

Important

Record payments only after funds are confirmed. This action records the event in Unify Revenue; it does not move money or charge a card.

1
Refund externally when needed
Return the funds through the bank or payment provider you used to receive them.
2
Remove the local payment
Use the payment's remove action to correct the invoice ledger. Removing enough payment value can reopen the invoice.

Watch out

Removing a payment in Unify Revenue does not create a provider refund. Provider refund reconciliation is not automatic.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Move an invoice between draft, open, written off, and reopened states.

Deliver an invoice to client contacts and understand the secure public view.