Recording invoice payments

There are two ways an invoice gets paid in Nightbooks — and one of them is nearly automatic.

Bank matching (preferred)

When the customer’s payment appears in your bank feed, Reconcile proposes the match automatically if the amount and contact line up. Accept it and the invoice flips to paid, receivables clear, and your bank stays reconciled — one click, everything consistent. See Matching payments to invoices.

Manual payment

For cash, barter, or payments that will never cross a connected bank account, use Record payment on the invoice itself: date, amount, and the account the money went to. If the money later shows up in a feed anyway, Nightbooks recognises it is already recorded rather than double-counting.

Part-payments and overpayments

• Part-payments are fine either way — the invoice tracks the remaining balance and stays open until fully settled.

• Several invoices paid in one lump sum can be matched together against the single bank transaction.

• If a customer overpays, match the invoice portion and code the remainder appropriately (usually to a customer credit).