Guide 4

How to record a payment

Record a payment against an invoice in ClippingCash — cash, check, card, or ACH — and keep your unpaid balances accurate.

When a job is completed, ClippingCash can generate an invoice automatically. When the customer pays, you record it here so your unpaid balances and reports stay accurate. Here’s how.

1 Open Invoicing

Go to Invoicing. The top of the page shows your unpaid, overdue, and paid totals, with a filterable list of every invoice and its status.

The Invoicing page with unpaid, overdue, and paid totals — Filter by **Unpaid**, **Overdue**, **Paid**, or **Draft** to find what needs attention.

2 Open the invoice and choose “Record payment”

Click an invoice to see its line items, balance due, and the job photos attached to it. Then click Record payment.

An invoice detail showing line items and balance due — The invoice carries the completed job's before/after photos, so the customer sees proof of the work.

3 Enter the payment

The amount and customer are pre-filled. Pick the payment method — Cash, Check, Card, ACH, or Other — set the date, add an optional reference (check #, confirmation code), and click Record Payment.

The Record Payment form with amount, date, and method — Recording a partial amount leaves the remaining balance open on the invoice.

4 Done — the payment is logged

The payment appears in your Payments list, the invoice balance updates, and your paid totals move accordingly.

The recorded payment in the Payments list — That's the full loop — customer → quote → job → invoice → paid.

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