When you receive a full or partial payment for an invoice, it's important to record the transaction to keep your receivables accurate. Adam allows you to record multiple payments per invoice, automatically calculating the remaining balance and updating the invoice’s status.
Steps to Record an Invoice Payment:
From the Data Table section in the sidebar, select the Invoice Table to view your list of recorded invoices.
Use the Search Bar or scroll through the Invoices Table to find the invoice you want to update.
If an invoice has an unpaid amount, you’ll see the amount on the Balance column highlighted in red. This indicates a pending payment.
To record your payment:
Click on the red Balance amount beside the invoice you're receiving payment for.
This opens the Invoice Payment modal, where you can log the payment details.
Enter Payment Details:
1. In the modal window, fill out the following:
Payment Date – Select the date the payment was received (e.g., Today)
Payment Account – Choose the account the payment was deposited into (e.g., Bank or Cash)
Amount Received – Enter the amount received (e.g., ₦100,000 for a ₦150,000 invoice)
2. You can also split the payment into multiple parts:
Click the ➕ icon to add more rows (useful for staggered payments received on different dates or through different accounts)
Click the ➖ icon to remove rows if needed
3. When you're done, click Save at the bottom of the modal. Adam will automatically update the invoice’s balance and reflect the payment in your financial records.
What Happens Next?
The remaining balance, if any (e.g., ₦50,000), will remain visible in the Balance column
The invoice status will update accordingly:
Paid – if the full amount has been received
Due Soon – if a partial payment has been made and the due date is approaching
Overdue – if the unpaid amount is past its due date
This helps you keep track of how much each customer still owes and when it’s due.