Record payments

Record part and full payments against an invoice, and what to do if a payment was entered by mistake.

Record a payment

The invoice updates itself to Part-paid or Paid, and the Home screen totals change with it.

Open a sent or part-paid invoice and tap Record Payment.
The Amount is filled in with the balance due. Change it for a part payment, or tap Pay Full Balance.
Set the Date (today or earlier) and the Method: Cash, Cheque, Card, Bank transfer or Other.
Optionally add a Reference, such as a transfer ID, then tap Save.

The Record Payment sheet for a $765.90 balance: amount, a Pay Full Balance button, the payment date, method Bank transfer and an optional reference.

Rules

A payment can't be more than the balance due.
The amount must be more than zero.
AmpQuote doesn't take payments itself. It records the payments you receive.

Remove a payment

In the invoice's Payments section, swipe the payment and tap Remove. Use this only for a payment recorded by mistake; the status updates.

Invoice INV-0002 for Sam Okafor marked Part-paid, with its lines and totals and buttons to Send Again and Record Payment.

Getting paid online

Add a payment link from your own payment provider in your business profile, and it's printed on your documents as an address and a QR code. See PDFs, your logo and payment link.