Add a standalone payment

Learn how to record a payment that is not tied to an invoice.

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.

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.

1. Enter the payment details:

   • Client

   • Location

   • Payment date

   • Payment method

   • Amount

   • Description (optional)

2. Click Create.

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

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.