# 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.

- Product: WorkSkedge
- Section: Invoicing & Billing
- Canonical: https://workskedge.com/help/invoicing/record-payments-on-an-invoice
- Updated: 2026-08-29T21:34:24.305643+00:00
- Source: INVOICE-FEATURES.md — Payment Recording, Invoice Lifecycle
- Keywords: record payment, invoice payment, partial payment, paid, balance due, void invoice

## Steps

1. Open the invoice
2. Add a payment: amount, date, method, and reference number
3. Repeat for each instalment — the balance updates automatically
4. Watch 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.

## Screenshots

- Invoice editor in WorkSkedge showing draft total and invoice details panel: https://workskedge.com/api/public/help-image/app/invoice-create.webp

## FAQ

### 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.