Help › Invoicing
Record a payment on an invoice
- Go to Invoicing › Invoices and open the invoice.
- Click Record payment.
- Enter the amount, date, and method, then save.
The payment appears in the invoice's Payments section and reduces what the client still owes. When payments fully cover the invoice, it's marked paid. A partial payment leaves the balance outstanding so you can record the rest later.
Good to know: Recording a payment here logs money you received outside Talisk (cheque,
e-transfer, cash, or a card payment taken elsewhere). Payments a client makes
through the invoice's own view-and-pay portal link record themselves.