# Invoice Payments

https://docs.wisecp.com/de/invoice-payments

Record what was collected against an invoice and see what is still owed.

## Reaching the Screen

Payments is a tab of the invoice record. Its address: `{admin}/invoices/detail?id={invoice}&tab=payments`

The **Summary** tab also has an **Add Payment** button that jumps here. It appears while the invoice is unsettled and something is still owed.

## What Is on the Screen

Three blocks.

- **Add Payment**: The form that files a collection made elsewhere.
- **Payment Summary**: What is owed, what came in and what is left.
- **Payment History**: Every money movement on this invoice, newest first.

### Add Payment

Use it for a transfer, cash, or a provider that never reported back. The form records money, it does not collect it.

The amount and the date arrive filled in. The **Add Payment** button stays inactive until something changes, and picking a method is enough.

### Payment Summary

The total the invoice was issued for, the collected share as a percentage, the amount collected and the amount left. The figures add up the history rows below.

### Payment History

One row per money movement, newest first. The whole list is on the page: no search, no paging.

- **Payment Info**: The amount, with the transaction reference under it, or **No transaction ID**.
- **Payment Method**: How the money came in. Methods in use appear by their panel name, anything else by its raw key. That is how **None** reads here.
- **Recorded By**: The staff member who filed the row and the address it came from. Automatic rows read **System**.
- **Date**: The payment date, not the moment it was typed in.
- **Status**: **Completed** for money in, **Refund** for money back out. Failed attempts never reach this table.

Rows also come from online client payments, stored-card collections, subscription charges and imports. The menu at the end of a row opens the full record or removes it.

## Fields

- **Payment Amount**: Required. Arrives as the amount still owed, in the invoice's currency. A larger figure is refused.
- **Payment Method**: Required. The list holds the methods in use, **None**, and the invoice's own method once it is no longer active. A payment that closes the balance writes its method onto the invoice.
- **Payment Date**: Defaults to now; an empty box files the row at that moment. The list is sorted by this date, so put an older collection on its own day.
- **Transaction ID**: Optional. Without it the row reads **No transaction ID**.
- **Notes**: Optional, kept on the record and shown when the row is opened.

## Tasks

### Record a payment

1. Read the amount. It arrives as the outstanding figure; change it only for a part collection.
2. Pick the payment method. The **Add Payment** button becomes usable at once.
3. Correct the date, and add the transaction reference or a note if needed.
4. Click **Add Payment**. The row joins the top of the history, and an invoice with nothing left owed turns to **Paid**.

### Read a payment record

1. Open the menu at the end of the row and choose **View**.
2. The window adds the transaction reference, who filed it, the address, any fees and the note.
3. Close the window. Reading changes nothing.

### Remove a payment

1. Open the menu at the end of the row and choose **Delete**.
2. Check the confirmation window: the amount, method, reference, payment date and who filed the row. No password is asked.
3. Confirm. The row goes, and an invoice that was **Paid** only because of that payment returns to **Unpaid**.

## Things to Watch

> **Closing the balance settles the invoice**
> 
> The invoice is marked paid and the collection enters the income records. The paid invoice numbering format can replace the number. Waiting work runs: service periods extended, orders activated, coupons counted as used. No e-mail goes out, so use **Send Notification** on the **Summary** tab if the client should hear about it.

> **Removing a payment does not undo the settlement**
> 
> Deleting the row reopens the invoice and drops the income record. Nothing else comes back: service periods stay extended, orders stay active, coupons stay used. Move a payment filed on the wrong invoice to the right one, then repair what the wrong settlement started.

> **Status and payments are separate records**
> 
> **Change Status** on the **Summary** tab marks an invoice paid without writing a payment row. This table can be empty while the card above reads as fully collected. Payments that do not close the balance leave the invoice **Unpaid**.

## Required Privileges

The tab opens with the invoice record: `INVOICES_LOOK` or `INVOICES_OPERATION`. Recording and removing payments need `INVOICES_OPERATION`. Without it the row menu is missing and the form is refused.

## Related Articles

- [Invoice Detail Overview](https://docs.wisecp.com/en/invoice-detail-overview)
- [Invoice Summary](https://docs.wisecp.com/en/invoice-summary)
- [Invoice History](https://docs.wisecp.com/en/invoice-history)
- [Cash Management](https://docs.wisecp.com/en/cash-management)