Recording a payment and marking an invoice paid

1. Open the invoice — from the list, the chase list, the client's page, or by searching the number.
2. Record payment. The amount defaults to the open balance.
3. Amount, date, method, reference. Date is when the money was received, not today. Method is from your list (GCash, Maya, BPI, cash, cheque — edit the list in Settings). Reference is the wallet or bank transaction number; for cash, your receipt number.
4. Proof, optionally: a screenshot of the transfer or a photo of the cash receipt, kept with the payment.
5. Record. Status is computed. Totals update. The tenant's portal shows the payment. An acknowledgement receipt PDF is ready to send.

Partial and over-payments

Less than the open amount leaves the invoice Partly paid (or Overdue after the due date) with the remainder open; record the next payment against the same invoice. More than the open amount marks it Paid and puts the excess on the client as credit, which the next invoice offers to apply. A payment that covers two invoices — last month's arrears and this month's rent in one transfer — is recorded once against the client with Allocate, and you split it across the invoices.

Payments with no invoice

A deposit, an advance, a tenant paying for something not yet billed. Record it on the client's page as a payment on account; it sits as credit until an invoice uses it. Deposits have their own recording, because they are not credit — Deposits.

Wrong payment recorded

Payments are not deleted; they are reversed, with a reason, and the reversal is a line of its own. The invoice's status recomputes. The audit log keeps both.