Take an invoice payment

When your customer has made a payment towards an invoice, record it to keep track of how much they’ve paid and how much is owed.

Go to Money in, scroll down and tap View all invoices, then tap the invoice your customer has made a payment on, then tap Add payment. Enter the payment details, including the Payment category, which is the bank account that the customer paid into and keeps track of where the money was paid. Tap Save when you’re done.

Changing and deleting payments

You can’t change a payment, but you can delete it.

From your list of invoices, open the invoice with the payment you want to delete. Scroll to the bottom of the invoice, tap the three dots (…) next to the payment and tap Delete.

Chasing overdue invoices

When a customer hasn’t paid, you can re-send their invoice as a reminder.

• Email it – go to Money in, scroll down and tap View all invoices, then select the invoice. Tap More and tap Send invoice. You can change who you’re sending it to and what’s written in the email. Tap Send when you’re ready to email it.

• Share it as a PDF – go to Money in, scroll down and tap View all invoices, then select the invoice. Tap Preview and tap the share button in the top right corner. You can share it through any of your text messaging apps.

To automatically remind your customers about unpaid invoices, you can also turn on invoice reminders.

How refunds work

When you refund a customer, you’ll refund the total amount of the sale. When you return the money to your customer, you can record it in the app. 

Did your customer use Tap to Pay? You’ll need to refund them in the app, and we’ll send the money back for you. 

Refund a customer

You’ll refund customers using the same way they paid you. Here’s how you record it: 

1. Go to Money in. 

2. Scroll down and tap View all invoices.

3. Tap the invoice. 

4. Tap More and Record refund. 

5. Choose the payment category. 

6. Follow the prompts. If you used Tap to Pay, we’ll send the money back for you. More about Tap to Pay refunds.

If you haven’t already returned the money your customer paid, you’ll need to do that too. 

Delete a refund

If you end up not refunding a customer that you've recorded a refund for, you can delete the record of the refund. You cannot edit a refund, so if you need to change the details of the refund, you'll need to delete it and record it again.

1. Go to Money in.

2. Scroll down and tap View all invoices.

3. Filter to Refunded and open the invoice that you want to delete the refund on.

4. Tap More then Delete refund.

5. Tap Delete to confirm.

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