Record a payment after the money has arrived. This adds a receipt to the Invoice; it does not charge a card or move money between accounts.
1. Check the Invoice
Open the issued Invoice and check the existing receipts and outstanding balance. Make sure another person or the online-payment process has not already recorded the money.
2. Record the receipt
- Open Record Payment, or the available full or part-payment action.
- Enter the amount actually received.
- Check the Received date and Method.
- Add a reference and note if the form offers them and they are useful.
- Confirm the payment and check the resulting balance.
For example, a £50 receipt against £185 outstanding leaves £135 due. Do not change the issued Invoice lines to represent the remaining balance.
The full-balance action also asks you to review the payment details. Check them before Mark As Paid.
Accept online Invoice payments
Open Business Settings, Payments. Choose Set up with Stripe, or Continue setup for an existing attempt. Review the Business, identity and payout-account details requested, then return to Jobsworth to check readiness.
Jobsworth sets up a Stripe account for Invoice payments, separate from another Stripe account you may already use. Review the displayed Jobsworth fee and Stripe fees before proceeding. Returning from setup alone does not confirm that payments are ready.
Once card payments are available and enabled for the Invoice, the Customer can use its payment link. Wait for the confirmed receipt. Do not add the same card payment manually.
3. Review the result
A partial payment reduces the balance. Full settlement updates the Invoice’s payment state. The issued document stays fixed, and Project completion remains a separate action.
If the result is uncertain
Keep the current Invoice and check its transactions before retrying. If an online payment still needs checking, use the offered Check payment action rather than asking the Customer to pay again.
For corrections, use the available payment or Invoice adjustment action. Do not add a negative receipt as a substitute for a reviewed correction.