Record payments & track paid vs. owed

How to record a check, cash, card or ACH payment against a roofing invoice, and see who still owes you money and how much is out across every job.

1. 1

   Record a payment

   In the invoice’s Payments section, click “Record payment”: enter the amount, Method (Check, Cash, Card, ACH, Other), Date and a note. The Total / Paid / Balance tiles update, and it shows “Paid in full.” when cleared.

2. 2

   See the list

   The Invoices screen lists every invoice with the outstanding total, plus quick “Mark paid” and “Void.”

3. 3

   See the totals

   Performance shows Collected vs. Outstanding across all jobs.