Collect full or partial invoice payments

Choose a collection method

Invoice and client-profile controls offer the applicable manual receipt/Mark paid and Charge card on file actions. Card collection needs a ready connected account and an authorized saved card. Manual payment recording documents money received outside the card flow; it does not charge a card.

Record and verify

1. Open the exact invoice and review its unpaid balance.
2. For an offline payment, record the actual amount received and method using the manual-payment workflow.
3. For a card payment, review the amount and customer authorization before submitting.
4. Wait for the result, then reopen the invoice/payment history.
5. Confirm the remaining balance rather than treating a button click as proof of settlement.

Partial payments and package access

A partial receipt reduces the outstanding amount without pretending the full invoice was settled. A linked purchased package does not become paid entitlement until the required settlement completes. Avoid marking a whole invoice paid to represent a deposit or recording the same card payment again manually.