Payments
Record, apply, and manage client payments, credits, and refunds across invoices.
Articles
Pay an invoice
Learn how to record, apply, and process invoice payments in Caspen.
Add a standalone payment
Learn how to record a payment that is not tied to an invoice.
Apply an existing payment to an invoice
Learn how to use an existing unallocated payment to pay a client’s invoice.
Refund a payment
Learn how to process refunds in Caspen.
Void a payment
Learn how to cancel a standalone payment or a payment attached to an invoice.
Add a credit note
Learn how to issue a credit note to adjust or reduce an invoice amount in Caspen.
Add a new payment method
Learn how to set up payment methods to allocate payments such as cash, cheque, credit card and more.
Unallocated payments explained
A guide to how unallocated payments are created and managed in Caspen.