How do I record a payment against an invoice?
Record one or more payments on any invoice with amount, date, method (check, ACH, credit card, cash, other), reference number, and notes. WorkSkedge automatically recalculates the balance and flips the invoice to Partial or Paid.
Updated August 29, 2026 · Verified against INVOICE-FEATURES.md — Payment Recording, Invoice Lifecycle
Steps
- 1Open the invoice
- 2Add a payment: amount, date, method, and reference number
- 3Repeat for each instalment — the balance updates automatically
- 4Watch the status move to Partial, then Paid when fully covered
Recording a payment
Multiple payments can be recorded against a single invoice. Each payment tracks:
- Amount and date
- Payment method — check, ACH, credit card, cash, or other
- Reference number — check number or transaction ID
- External ID — for cross-referencing your accounting system
- Notes
Automatic recalculation
Whenever a payment is added or removed, WorkSkedge automatically updates the invoice''s amount paid, balance due, payment status, and lifecycle status:
- A payment that leaves a balance moves the invoice to Partial.
- Payments that cover the total move it to Paid (amount paid ≥ total amount).
Cancelling instead of deleting
Invoices are never deleted. If an invoice was issued in error, void it — this cancels it while preserving the full audit trail.
What it looks like in WorkSkedge
Frequently asked questions
Can I record more than one payment on an invoice?
Yes — multiple payments are supported, and the invoice tracks amount paid and balance due across all of them, moving to Partial then Paid automatically.
What payment methods can I record?
Check, ACH, credit card, cash, or other — plus a reference number (check number or transaction ID) and an external ID for your accounting system.
How do I cancel an invoice?
Void it. Invoices are never deleted — voiding cancels the invoice while preserving the audit trail.