# Record a customer payment

Register the money a client paid on the invoice it settles, choose the journal it arrived in, record a partial payment when only part of the amount came, and see the invoice turn Paid.

A client pays by transfer, by card at the office, in cash or by check. Registering the payment on the invoice tells everyone that the invoice is settled and puts the money on the right journal. A client who pays online through a payment link does not need this step: the payment is recorded when the online payment succeeds ([Online payments](/docs/online-payments)).

## Before you start {#before-you-start}

- You need the **Invoicing** access right on **Accounting** for all documents, or **Administrator**.
- The invoice is confirmed (status **Posted**). A draft has no **Pay** action.

## Register the payment {#pay}

1. Open the invoice from **Accounting/Customers/Invoices**.
2. Open the **Actions** menu and choose **Pay**. The action is there while something remains to be paid.

![Pay is in the Actions menu of a confirmed invoice that is not fully paid.](https://jaah.app/web/image/9976-69515ece/customer-invoices-pay-pay_action-en.png)

On a phone, the **Actions** button sits at the top of the screen, next to the plus button.

3. Check the **Journal**: **Bank** for a transfer or a card, a cash journal for cash. The **Payment Method** is **Manual Payment** for a payment received outside the platform. **Recipient Bank Account** is the company's account the client paid into, as printed on the invoice.

![The payment window; the journal says where the money arrived.](https://jaah.app/web/image/9978-1fc3395d/customer-invoices-pay-pay_dialog-en.png)

4. Check the **Amount**, which proposes what is still due, the **Payment Date** (today) and the **Memo**, which repeats the invoice number so that the payment can be recognised on the bank statement.

![The amount due is proposed; a lower amount records a partial payment.](https://jaah.app/web/image/9982-f8235969/customer-invoices-pay-pay_amount-en.png)

5. Click **Create Payment**. A green **Paid** ribbon covers the corner of the invoice, and the payment is listed under the totals with its date.

![The invoice shows Paid and the payment under its totals.](https://jaah.app/web/image/9986-384113fe/customer-invoices-pay-invoice_paid-en.png)

The **Payments** button at the top opens the payment, which has its own number (**PBNK1** and the year for the **Bank** journal). Every customer payment is also listed in **Accounting/Customers/Payments**.

![The Payments button opens the payments of the invoice.](https://jaah.app/web/image/9990-e2208ab9/customer-invoices-pay-payments_button-en.png)

On a phone, the **Payments** button is behind the lightning button next to **Actions**.

## A partial payment {#partial}

When the client pays only part of the invoice, type that part in **Amount** before clicking **Create Payment**. The invoice shows a grey **Partial** ribbon, the payment under the totals and the rest as **Amount Due**; its payment status is **Partially Paid**. **Pay** stays in the **Actions** menu and proposes the rest the next time.

## A credit the client already has {#credit}

When the client has a credit note or a payment not yet used, the invoice shows the banner **You have outstanding credits listed below for this customer.** and lists them under the totals as **Outstanding credits**, each with an **Add** button. **Add** settles the invoice with that credit instead of a new payment.

## After the payment {#after}

The payment is then matched with the line of the bank statement that shows the money arriving; that matching is done in [Banks, cash and currencies](/docs/banks-and-cash). While an invoice is only partly paid, its payment shows **In Process** on its own form; it shows **Paid** once the invoice is fully paid. Overdue and partly paid invoices are followed in the receivables reports of [Accounting reports](/docs/accounting-reports).

## FAQ {#faq}

### I do not see Pay in the Actions menu. {#no-pay}

The invoice is either a draft (confirm it first), already paid, or reversed by a credit note. Paying also needs the **Invoicing** access right for all documents.

### I recorded the wrong amount. {#wrong-amount}

Open the payment from the **Payments** button. Its **Actions** menu holds **Reset to Draft**; a draft payment can be corrected and confirmed again with **Confirm**, or cancelled with **Cancel**.

### Can I pay several invoices of the same client at once? {#several}

Yes. Tick the invoices in the list and click **Pay** above the list. The window offers **Group Payments** to make one payment of them; left unticked, **Create Payments** records one payment per invoice. To let the client pay several invoices online in one go, send them [one payment link for several invoices](one-payment-link-for-several-invoices).

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- Source: https://jaah.app/docs/customer-invoices/record-a-customer-payment
- Updated: 2026-10-23
- Version: Customer invoices 19.0.1.1.1
- Verified: 2026-10-23