--- title: Recording payments description: The payments card records money received against a sales order or paid out on a purchase order. lastUpdated: 2026-09-30 order: 90 --- ## What it does The payments card under the line items is where the order's money is recorded. It shows the totals, what has been paid, what is still owed, and a badge for the payment status. Its main action is Collect Payment on a sales order and Mark Payment on a purchase order, which opens a small form for the amount and the source. Recording a payment updates the balances and the payment status, and writes the payment to the order's timeline. Amount owed is the order total less everything ever paid, so a later refund never puts money back on the bill. ## Before you start A quote has no payments card - it shows a read-only summary of its own totals instead. The Collect Payment action is offered while something is owed. It goes once the balance reaches zero, and the over-collection action takes its place on an order that has already been paid in full. A draft purchase order takes a payment only once it has been sent, and nothing can be recorded against a cancelled order. ## How to use it 1. Select Collect Payment, or Mark Payment on a purchase order. 2. Enter the amount. Leave the type as Fixed for an amount in your currency, or change it to Percentage to take a share of what is owed. 3. Choose the source. The options are Cash, Bank Transfer, Credit Card, Online Payment, POS and Other. 4. Select the button at the foot of the form to record it. Once nothing is owed and the order already has a payment recorded against it, a quieter Record payment action appears for a payment beyond what was owed. ## Related - [Refunds and restocking](/docs/orders/refunds.md): The payments card swaps to a refund form that returns part or all of an order's money line by line and puts the stock back. - [Order details, owner and watchers](/docs/orders/details.md): Currency, terms, dates, discount, owner, watchers and tags on an order. - [Emailing and downloading documents](/docs/orders/documents.md): The send window previews a quote, an invoice or a purchase order, emails it to the order's contact and resends it later, and the same document downloads as a PDF. ## Changes - [Guided quests and help for every feature](/changelog/2026-09-30-guided-quests-and-product-help) - 2026-09-30