Record a payment

When money comes in for an invoice, record the payment in UNENO. Then the payment state, open amounts and your revenue on the dashboard are right, and paid invoices no longer get reminders.

Record a payment

1. Open the invoice and click Record payment at the top of the Actions card — or, in the invoice list, ⋮ → Record payment. This works for every invoice that is Open, Partially paid or Overdue.

2. Check the details:

   

   Field	What to enter
   Amount	Prefilled with the whole outstanding balance. For a partial payment, enter the amount received. You can’t enter more than is outstanding.
   Payment date	When the money arrived — today at the latest. Prefilled with today.
   Method	Bank transfer, Card, Cash, Direct debit, PayPal or Other.
   Reference	Optional: the bank or transaction reference, to find the payment again later.

3. Click Record payment.

You see Payment recorded. If the invoice is now paid in full, its status is Paid, with Paid on and the date of the last payment below. Otherwise it’s Partially paid — or, if its due date has already passed, still Overdue; what’s missing shows in the Open column.

Partial payments

If the customer pays in instalments, record each payment separately. The invoice stays Partially paid until the full amount has arrived; Record payment suggests the remaining balance each time.

A partly paid invoice can still be overdue: once the due date has passed and the invoice amount isn’t fully paid, it’s Overdue — the Open column shows the rest.

See an invoice’s payments

Open the invoice: the Payments card in its overview shows the Total, what’s Paid and what’s still Outstanding, and below it every payment with date, method, reference, who recorded it (Recorded by) and amount — and Reverse.

Reminder fees

If you’ve sent reminders with fees or interest for an invoice, they’re part of the outstanding balance: Record payment suggests the invoice amount plus the fees, and the invoice is only Paid once the fees are settled too. Reminder fees don’t count as revenue on the dashboard.

Reverse a wrongly recorded payment

A recorded payment can’t be changed or deleted — it’s part of your records. If you made a mistake, reverse it:

1. Open the invoice.

2. In the Payments card, click Reverse on the payment and confirm with Reverse payment.

You see Payment reversed. UNENO records a counter-entry for the same amount, with the same method, reference and date, marked Reversal. The original payment stays, struck through, with Reversed next to it. The payment state and outstanding balance are right again — record the correct payment if needed.

• Each payment can be reversed once; a reversal itself can’t be.
• Only on issued and sent invoices — not on a cancelled one.
• On the dashboard, the payment and its reversal cancel each other out on the same day.

Good to know

• Already paid when you create it? Enter Already paid on in the draft — UNENO then records the payment automatically when you issue it, as a bank transfer without a reference.
• Recording and reversing payments is allowed by the role under Invoices → Update. There’s no separate permission for payments.
• Recorded by names whoever recorded the payment — or the reversal. For payments recorded before 14 October 2026, it’s missing.
• All payments at once: the payments export lists every payment and reversal of your invoices as CSV or Excel.
• Every payment appears in the activity log as Recorded payment on invoice …, a reversal as Reversed a payment on invoice … — and in the invoice’s History.
• Refunds aren’t recorded in UNENO. If a paid invoice is cancelled, you transfer the amount back yourself.