Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Vendors and invoicing
  17. Equipment
  18. Account settings
  19. Open API

Invoice payments

Tell clients how to pay you on each invoice, and record the payments you receive so your financial reports show what has been collected.

Payment options on invoices

An admin sets up payment options once in the Config panel under Invoicing and payment info → Invoice payment options. Add one entry per account (Add Payment Info), each with a short description (e.g. "💰 EUR bank account") and the payment details (wire or bank details, IBAN, etc.).

On each invoice, in the editor, you can then:

  • Choose a saved option in Payment method. Its details are printed under "Payment information" on the PDF. If your organization has exactly one option, it is selected automatically on new invoices.
  • Or type custom payment information for that invoice.
  • Add a payment URL in Paste an existing payment link (e.g. a link from your own payment provider). It is printed on the PDF as "Payment link".

Invoices do not change status automatically when a client pays. Update the status yourself when payment arrives, as below.

In Manage invoices, click the invoice's Status and choose Paid in full 💰, then confirm Finalize as paid?. The Received column shows the full amount, and the invoice counts as collected in financial reports.

Record partial payments

  1. Set the invoice status to Partially paid.
  2. Click the amount in the Received column to open the Partial payment tracker. It shows who the invoice is for, when it is due, and the amounts Invoiced, Received and Remaining.
  3. Under Payments received, click Add a Payments Rows for each payment and enter its date (on or after the end of the invoice period) and amount. Use Delete to remove a payment row.
  4. When the full amount has been received, set the status to Paid in full. This does not happen automatically.

The outstanding balance of a Partially paid invoice is what gets carried onto new invoices as a Past due amount once it is overdue.

Common questions

  • Can I refund or credit a payment? No. There are no refunds or credit notes. Cancel the invoice and issue a new one if needed.
  • Can I delete a paid invoice? No. Paid and partially paid invoices cannot be deleted.
  • Which currency are payments in? The invoice currency. Reports convert to your organization currency using the exchange rate on the invoice due date.
  • Does missionX send payment reminders? No. Overdue invoices are highlighted in red, and are added as past due amounts on the client's next invoice.

Changing a Paid invoice back to another status removes it from collected totals in reports.