GrowthPilot does not receive your clients' payments, so it cannot know a payment arrived until you record it. A client clicking the payment link does not mark an invoice as paid.
How to do it
- Open the invoice and select Record payment.
- Choose Type: Payment received or Refund issued.
- Enter Amount, Date, Method (for example bank transfer or Stripe) and an optional Reference.
- Save.
What happens next
- A payment for less than the amount due sets the status to Partly paid.
- When the full amount is recorded, the status becomes Paid.
- Recording a refund reduces the amount paid, so the invoice goes back to Partly paid, or to Sent, Viewed or Ready to send if nothing remains paid.
- You cannot record more than is owed, or refund more than was paid.