Recording payments in Productive allows you to keep track of all transactions against your invoices, whether they are full or partial payments.
Important: The invoice must be marked as sent before you can record payments!
How to Record a Payment
Select the Invoice:
Choose an invoice from the list, accessible through Financials > Invoices, CRM > Companies > Invoices tab, or from the Budget > Invoices tab.
Then, click on the Payments tab.
Full or Partial Payments:
If the invoice is paid in full, simply record the total amount.
For partial payments, click on "+ Add Payment" and enter the amount paid. Productive will automatically calculate the remaining balance.
Add Multiple Payments:
To add additional payments, click on + Add Payment and select "Payment". Continue this process for as many payments as needed.
Write Off the Remaining Debt
In cases where you need to write off an amount due to client issues:
Open the + Add Payment dropdown.
Select "Write-off".
Enter the amount to be written off, add a note if needed for better organization, and select Recording Payments to save the update.
Once all payments are recorded and any write-offs are completed, the invoice status will update from "Unpaid" or "Partially paid" to "Paid".
Edit and Delete a Payment
To make changes to a recorded payment or a write-off:
Click on the payment/write-off you want to edit or delete.
Select the appropriate option to either edit the payment details or delete the payment record.
