Recording payments
Mark-paid and partial payments.
Record payments you've received outside Springtrack — bank transfer, cheque, cash. A client who pays by card through Springtrack (Pro and above) has their payment recorded automatically — see Getting paid online.
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.
Email receipt to client sends your client a Payment receipt for that payment — part-payments included. It's ticked by default once the invoice has been sent. The receipt's wording is on Settings → Emails — see Emails.
- 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.