Record payment
record_paymentRecords a payment received against an approved invoice, reduces the amount due, and marks the invoice paid when fully settled.
Instructions
Record a payment received against an invoice and reduce the amount due.
Adds a payment you already received to an approved invoice, as Add Payment does: amount, date, method (by name, from Settings > Payment Methods) and a reference. It charges nobody and emails nobody. The amount cannot exceed what is due; paying it all marks the invoice paid. If an accounting app is connected, Tradify syncs the payment to it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | Payment date. Default: today. | |
| amount | Yes | Amount received, at most the amount due. | |
| method | No | Payment method name, e.g. Bank Deposit, Cash, Credit Card. Default: Unknown. | |
| reference | No | e.g. the check number. | |
| invoice_id | Yes | Invoice ID from list_invoices. |