Pistonlog doesn't process payments itself: the customer pays you by cash, your own card machine, cheque, or bank transfer, and you record that payment against the issued invoice. Recorded payments are what move the invoice's status to PART PAID and PAID.
How to record one
Open the invoice
From the Invoices page, or from the invoice's card on the jobcard's Invoices tab.
Click Record payment
In the invoice page toolbar, or on the invoice card. The Add Payment dialog opens.
Enter the amount, reference, and note
The amount is pre-filled with the balance due; change it for a partial payment. The reference is optional, for your records (cheque number, bank transfer reference). The note is optional context.
Save
The payment is logged and the invoice status recalculates immediately.
There's no payment-method field: the reference and note are where you record how the money arrived, if you want to.
Multiple instalments
An invoice can have any number of payments. If a customer pays in two halves, record two payments: the status moves to PART PAID after the first and PAID after the second. Overpaying is rejected; the dialog won't accept an amount above the balance due.
Voiding a payment
A payment can't be edited, but it can be voided. Every payment row on the invoice page carries a Void button, which needs the payments.edit permission; without it the button isn't there at all.
Voiding asks you to confirm, then:
- the payment stays on the record, shown struck through with a Voided badge, so the history is intact
- its value comes off the amount paid, and the balance due goes back up
- the invoice status recalculates, so a PAID invoice can drop back to PART PAID or ISSUED
There is no undo. If you voided the wrong one, record the payment again.
Void the payment or amend the invoice?
Void when the payment is wrong: the wrong amount, the wrong invoice, or money that never actually arrived. Use Amend or Cancel when the invoice is wrong; that issues a credit note, and payments recorded against it stay attached to the original. See Amending an invoice.