Invoices & payments
Recording a payment
Log cash, card, e-transfer or insurance payments on an invoice.
- 1Open the invoice.
- 2Click Record payment.
- 3Choose how it was paid: cash, card, e-transfer, insurance or other.
- 4The amount is filled in with the balance. Change it for a partial payment.
- 5Click Record.
Insurance payments
If you direct billed the insurer, choose Insurance and enter the insurer's name. It's printed on the receipt, for example "Canada Life amount".
Tip
Paid on a different day? Click the date on the payment in the timeline to change it.
Updated October 12, 2026
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