PlanIt EPOS · Invoices & Getting Paid

Record a payment or mark an invoice paid

What does this do?

When the customer pays, record it on the invoice so the Outstanding figure drops, reminders stop and the customer's balance is right everywhere.

How to use it

  1. From the ☰ menu choose Invoices (or History) and open the invoice.
  2. Press Record payment. The Balance outstanding is shown.
  3. Enter the Amount (the full balance or a part payment) and choose the Method: Cash, Card, Bank Transfer or Finance.
  4. Press Record payment.
  5. If they are paying at the counter, press Take payment now instead to load it onto the till and choose Paid in full or Deposit taken.
  6. Use Mark paid when the whole balance has been settled and you just need to close it off.
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Related guides

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Take the balance on a sale with money owing

When the customer pays the rest, record it against the original receipt so the balance clears and the takings land on today's till.

Payments & Deposits

Change the payment method on a sale

Pressed Cash when it was Card? Change the recorded method on the sale. The sale itself is untouched and today's Z report updates to match.

Payments & Deposits

Choose how the customer is paying (Cash, Card, Bank Transfer, Finance, Deposit Paid)

Tap the method the customer is paying by before PAY NOW. It is recorded on the receipt, feeds the Z report and lets Reports split takings by method.

Payments & Deposits

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid
Questions this guide answers
  • How do I mark an invoice as paid?
  • The customer paid by bank transfer, how do I record it?
  • Can I record a part payment?

Last updated 2026-09-03 · Direct link for this feature