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Invoicing, Estimates & Expenses

Recording payments

Mark-paid and partial payments.

Springtrack doesn't collect online payments from your clients — you record payments you've received elsewhere (bank transfer, cheque, etc.).

Recording a payment

From an invoice, record a payment with an amount, a date, and an optional note. You can record more than one payment against the same invoice.

  • The invoice's status becomes Partial once some but not all of the total is paid, and Paid once the balance reaches zero.
  • Amount paid is real, editable data — not a single "mark as paid" toggle that assumes the full total was received.

What the PDF shows

The printed/emailed invoice shows the true amount paid and balance due — never the full invoice total mislabelled as what's been paid.

Where this shows up in reports

Payment history and AR aging (current / 30 / 60 / 90+ days overdue) are in Reports.

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