Payments
Record full or partial payments against an invoice and Svalog keeps the balance, status and dashboard up to date automatically. You always know what's paid, what's outstanding and what's overdue.
Recording a Payment
On the invoice detail page, click Record Payment:
- Amount (required) — How much was received. Partial amounts are accepted.
- Payment Date (required) — Defaults to today.
- Payment Method (required) — Bank Transfer, Cash, Credit Card, Debit Card, Cheque, or PayPal.
- Reference — Cheque number, bank transaction ID, or any reference number.
- Notes — Internal notes about this payment.
After saving, the invoice status updates automatically: full amount paid → Paid, partial → Partially Paid.
Deleting a Payment
To delete a payment, find it in the payments list on the invoice detail page and click the delete icon (manager/admin only). The invoice status reverts automatically to reflect the remaining balance.