Record payment
record_paymentAdds a received payment to an invoice with amount, method, date, status, and notes; marks the invoice paid when the payment clears the balance.
Instructions
Records a payment you received against an invoice.
Adds a payment to an invoice, as Add Payment does: amount in dollars, method (bank_transfer, cash, check, credit_card, other), date, status (received, in_review, verified, failed) and notes. It only records money already received. It charges nobody and emails nobody. The invoice must be submitted (update_invoice) and the amount cannot exceed the balance due. A payment that clears the balance marks the invoice paid.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"invoice_id": "<invoice_id>",
"amount": "<amount>",
"method": "<method>"
},
"name": "record_payment"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | Default: today. | |
| notes | No | e.g. the check number. | |
| amount | Yes | Dollars, at most the balance due. | |
| method | Yes | ||
| status | No | received | |
| invoice_id | Yes | From list_invoices. |