Payments

Record, apply, and manage client payments, credits, and refunds across invoices.

Record and manage payments. Whether manual, online, or applied using an existing payment. You can also void payments, process refunds, issue credit notes, and track payment allocation across invoices in Caspen.

• Pay an invoice - Record and apply invoice payments.

• Add a standalone payment - Record a payment not linked to an invoice.

• Apply an existing payment to an invoice - Use unallocated payments (money already received) to pay a finalized invoice.

• Refund a payment - Learn how to process refunds in Caspen.

• Add a credit note - Adjust or reduce an invoice balance.

• Void a payment - Learn how to cancel a payment record.

• Add a new payment method - Set up and manage accepted payment types.

• Unallocated payments explained - Learn how unallocated payments are created and used in Caspen.