If a customer pays you via a method not automatically tracked by Cordlo (such as a direct bank transfer or cash), you can manually record the payment to keep your records accurate and update the invoice status.

1. Accessing the Invoice

• Log in to your Cordlo account.

• Select the specific Business workspace.

• From the sidebar menu, click on Invoices.

• Locate and click on the specific invoice you want to record a payment for to open its Detail View.

2. Opening the Payment Form

There are two ways to initiate the payment recording from the invoice detail page:

• Via Header Button: Click the Record Payment button at the top right of the page.

• Via Payments Section: Scroll down to the Payments Received section and click the link to add a payment.

3. Entering Payment Details

In the Record Payment dialog, provide the following information:

• Amount: Enter the specific amount paid. Cordlo supports partial payments, so this doesn’t have to be the full balance.

• Payment Date: Select the date the funds were actually received using the date picker.

• Payment Method: Select how the payment was made (e.g., Bank Transfer, Cash, POS) from the dropdown menu.

• Reference: (Optional) Enter a transaction ID or check number to help with bank reconciliation.

• Notes: (Optional) Add any internal comments regarding this specific transaction.

4. Saving the Record

1. Review the details for accuracy.

2. Click the Add Payment button.

3. Once saved, you will see a “Payment created successfully” notification.

4. The invoice status will automatically update:

   • Paid: If the full balance has been covered.

   • Partial: If only a portion of the balance was recorded.

5. Managing Recorded Payments

Once a payment is recorded, it appears in the Payments Received list at the bottom of the invoice detail page. From here, you can:

• Send a Receipt: Click Send a receipt to email a professional payment confirmation to your customer.

• Edit Payment: Click Edit to modify the date, amount, or method if a mistake was made.

• Remove Payment: Click Remove to delete the payment record. This will automatically revert the invoice balance and status.