Add a standalone payment

Overview

Standalone payments let you record money received from a client that is not tied to a specific invoice. This is useful for deposits, bulk payments, prepayments, or general payments taken in advance.

When a standalone payment is created, it appears as Unallocated until you apply it to one or more invoices.

You can add standalone payments from Billing or directly from a client profile.

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Add a standalone payment

To record a payment that is not linked to an invoice:

1. Go to Billing → Payments tab.
2. Click Add payment.

3. Enter the payment details:
   • Client
   • Location
   • Payment date
   • Payment method
   • Amount
   • Description (optional)
4. Click Create.

The payment will appear as Unallocated until it is applied to an invoice.

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Where standalone payments appear

Once created, standalone (unallocated) payments appear in:

• Billing → Payments.
• The client profile under Payments.
• The Pay invoice → Existing payment panel on a finalized invoice.

You can apply the payment to one or more invoices at any time.
See Apply an existing payment to an invoice for instructions.