Record a payment on an invoice

Record a payment you received outside of Cinderblock, such as cash or a check, in the Cinderblock mobile app.

Record a payment

1. Open the invoice and select Pay. You can also select Payments > Add Payment.
2. Check the Payment date. It’s set to today.
3. Enter the Amount, or select Apply balance to fill in the remaining balance.
4. Select a Payment method: None, ACH, Cash, Check, Credit Card, Wire, or Other.
5. Optionally, add a Description.
6. Select Save.

The amount can’t be more than the remaining balance. The invoice’s status updates to Partially paid or Paid to match the balance. See Invoice statuses.

Manage a payment

Under Payments, select a payment to view its amount, payment method, date, and time. From there you can:

• Email receipt: Send the customer a receipt for the payment.
• Edit: Change the payment date, amount, payment method, or description.
• Delete payment: Open the payment’s more options menu to delete it.

When a payment is removed, the invoice’s status updates to match the balance. When no payments remain, it returns to Open.

Related articles

• Invoice payment settings
• Invoice statuses