Payments records the money that comes in and explains where it went. A payment belongs to the client, not to an invoice: that is why a single transfer can settle several of their invoices, and whatever is left over stays as credit in their favor until you decide where to put it.
AgentticCRM's Payments screen with fictitious data: collected this year, received and credited this month, and the movements filtered from the first of the month to today, with date, client, type, invoice, entry, method and amount, a refund and a credit note among them. Open over it is the window for recording a receipt: a single transfer from Marea Estudio split between its two open invoices, with the remainder kept as the client's credit.
You pick the client, the amount, the date you received it, the method and the reference from the receipt or the transfer. You can record it even before you know how to split it.
In the same window you mark how much goes to each open invoice of that client. One payment settles several invoices and one invoice takes several payments, with no tricks and no manual adjustments.
If the amount covers more than what was owed, the difference is kept as available client credit and offers itself the next time you open one of their invoices.
Every invoice touched recalculates its balance and its status inside the same operation. Nobody types the paid figure by hand.
Both roads end in the same place. Which one you take depends on whether you already know which invoice is being paid.
Whichever you choose, the invoices involved recalculate their balance inside the same operation and the client sees it right away.
The transfer that covers three invoices is recorded once and split between the three, with the amount that belongs to each one.
Money you did not apply stays available on their record and can be spent on any invoice of theirs still open, even months later.
A refund creates a movement linked to the original receipt, with the reason you write. The original receipt stays exactly as it was.
A bounced check or a reversed charge is undone for whatever is still applied, and the invoice owes again what it owed before.
If the money landed on the wrong invoice, it moves to the right one without having to undo it and type it in again.
Receipts, credit notes and applied credit, with search, a filter by client and by dates, and a download to a spreadsheet.
A payment is never edited and never deleted. To correct one you refund it, reverse it or move it, and each correction stays linked to the original movement with its reason, its date and the name of whoever made it.
Yes. The invoice becomes partially paid and keeps the balance still owing. It can take as many payments as it needs until it is settled, each with its own date and reference.
Yes. Either one records the payment against the invoice, with its method and reference. If it later turns out there was a mistake, it is corrected with a reversal that leaves the original entry in view, just as when a person corrects it.
The surplus stays as credit in their favor. Next time you open an invoice of theirs, that credit is there ready to apply, showing which receipt or which credit note it came from.
Yes, by connecting your own checkout page. In their portal, the invoice shows a button that takes them there with the amount and the reference already filled in. The balance drops once your team confirms the money arrived.
On each of their invoices they see the date, the method and the amount you recorded, plus the credit in their favor when there is any. Internal notes your team writes never leave your side.
No, and it does not need to. What stays here is the money that came in, from whom and against which invoice. Bank reconciliation and general accounting stay with your accountant, who gets exactly what they need.
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.