Payments, deposits, credits, and refunds
When should I cancel a sale or refund an overpayment?
Choose the refund reason that matches whether the sale changed or the customer simply paid too much.
How do I refund an unused customer advance?
Return only the unused part of a customer advance and keep its applications visible.
How do I download a customer payment receipt?
Download the payment receipt for a recorded customer payment.
How do I create a debit note for an additional customer charge?
Use a linked debit note for additional charges that belong to an invoice already issued.
How do I record and apply a customer advance?
Record money a customer paid before you issued an invoice, then apply it when the invoice exists.
What should I check before recording another payment?
Check the result of an existing checkout before starting or recording another payment.
How do I review a customer payment that needs attention?
Review a collected payment that could not be applied automatically before deciding what to do with it.
How do I find incoming payments and their invoices?
Payments Received shows money recorded from invoices, advances, and overpayments.
How do I show a bank payment QR code and confirm payment?
Show bank payment details as a QR code, then record the transfer after you verify it arrived.
How do I offer several payment methods on one invoice?
Choose the payment methods offered on a particular invoice, then check its customer preview.
How do I record a payment received outside Invoice Crowd?
Record only the money you have actually received. Recording it does not charge the customer.
How do I apply customer credit to invoices automatically?
Use a customer’s available credit toward an invoice when it is sent.
How do I record a customer refund and check the remaining balance?
Start from the original invoice and choose the refund reason that matches what happened.
How do I apply a customer credit note to an invoice?
Use an existing credit note against an unpaid invoice for the same customer and currency.
How do I create a customer credit note?
Start from the original sale when you need to credit all or part of an invoice.