Overview
The Payments ledger records money received against invoices — office-entered checks and cards, plus FortisPay online payments. Sales receipts are not listed here; they have their own module.
Where in the app: Sidebar → Sales → Payments
Open: Payments
List view
| Column | Purpose |
|---|---|
| # | Payment reference |
| Customer | Payer |
| Amount | Payment total |
| Date | Received date |
| Method | Cash, check, card, ACH, Online |
| Applied to | Invoice number(s) |
| Status | Completed, Pending, Failed |
Filter by date range, method, or customer. Export CSV when needed.
Receive payment
From an invoice
- Invoice detail or list → Receive Payment
- Enter amount, method, date, reference #
- Apply to this invoice (default full balance)
- Optionally apply credit memos
From Payments ledger
- New Payment → Receive Payment
- Select customer
- Choose open invoices to apply against
- Enter payment details and save
Partial payments update invoice to Partially Paid; full balance → Paid.
FortisPay online payments
When a customer pays via invoice pay link:
- Payment appears automatically with method Online
- Status reflects processor result (Completed / Pending / Failed)
- Linked to source invoice
Configure FortisPay under Integrations → FortisPay.
Payment detail
View applied invoices, method, reference, and linked FortisPay transaction. Void or edit rules depend on sync status and processor.
Not the same as sales receipts
| Payments | Sales Receipts | |
|---|---|---|
| Source | Invoice collections | Pay-now sales |
| Route | /billing/payments | /billing/sales-receipts |