Record a payment

A payment records money you received from a client. Payments are tracked separately from invoices, so you can take a deposit before any invoice exists and apply it later.

Prerequisites: the client exists. To apply it immediately, an invoice should exist too.

Steps

1. Open the invoice and click Record payment, or go to Payments → New Payment.
2. Choose the client.
3. Enter the amount.
4. Choose the method: Cash, Credit Card, Debit, Check, E-Transfer, Online, or Other.
5. Choose the type:
   • Payment — paying a bill.
   • Deposit / Prepayment — money taken before the work or invoice.
   • Account credit — credit held on the client's account.
   • Refund — money returned (see Apply payments & refunds).
6. (Optional) Add a reference (check number, confirmation code) and notes.
7. Save, then apply it to one or more invoices (decavet will prompt you).

You'll know it worked when…

The payment appears in Payments, and any invoice it's applied to shows a reduced balance and an updated paid state.

Tip: Taking a deposit before surgery? Record it as a deposit now and apply it to the invoice once the work is billed.

Next steps

• Apply payments & refunds
• Send & print invoices