Record Payments and Track Settlement

After you issue an invoice, record the payment against it. The invoice settlement status updates automatically to show Paid, Partially paid, or Unpaid.

Record a Payment

From the invoice detail page:

1. Select Record payment.
2. Enter the amount received.
3. Choose the payment method: Cash, Card, UPI, Bank transfer, or Other.
4. Set the date the payment was received.
5. Add a reference number (such as a UPI transaction ID) and optional notes.
6. Select Save.

You can record multiple payments against one invoice, for example a partial card payment followed by cash at the table.

Partial Payments

When a guest pays less than the full balance, the invoice shows Partially paid. Record additional payments the same way until the total matches.

The invoice stays open and its orders remain billable until the balance reaches zero.

Refund a Payment

Select the payment row, then choose Refund. Enter the amount to refund and the reason. You can refund to the original method or record it as a manual refund.

Once refunded, the invoice settlement recalculates. You cannot void a refund after the fact; record a second payment if needed.

Void a Payment

Select Void payment and enter the reason. Voiding removes the payment from the invoice balance but keeps the record for audit.

You cannot void a payment whose invoice has already been voided. Resolve the invoice first.

Payment Method Reference