Invoice Payment Management

Tracking and managing invoice payments is crucial for maintaining cash flow and accurate financial records. Learn how to record, track, and manage payments in Kwilio.

Recording Payments

Step 1: Open Invoice

Navigate to "Billing" → "Invoices" and open the invoice that was paid.

Step 2: Record Payment

Click "Record Payment" or "Mark as Paid" and enter:

• Payment date
• Payment amount (full or partial)
• Payment method (check, cash, credit card, bank transfer, etc.)
• Reference number (check number, transaction ID, etc.)
• Notes (optional)

Step 3: Save Payment

Save the payment record. The invoice status will update automatically.

Partial Payments

If a client pays less than the full invoice amount:

• Record the partial payment amount
• The invoice will show remaining balance
• You can record additional payments until fully paid
• Track payment history for each invoice

Payment Methods

Common payment methods you can record:

• Cash
• Check (with check number)
• Credit/Debit Card
• Bank Transfer/ACH
• Online Payment (if integrated)
• Other (with notes)

Viewing Payment History

Access payment history to:

• View all payments for a specific invoice
• See payment history by client
• Track payments over date ranges
• Export payment data for accounting

Handling Payment Issues

For payment problems:

• Record disputes or returned payments in notes
• Adjust payment amounts if needed
• Reverse payments for refunds or corrections
• Follow up on overdue invoices regularly