Help · Money
Payments and credit notes
Two ways to tell owntime what actually happened after the invoice went out.
Recording a payment
Open a sent invoice and record what arrived, with the date and a reference if you have one. The invoice shows the balance outstanding, so a client paying in two halves lands correctly rather than needing a second invoice.
Once the balance reaches zero the invoice settles, the overdue warning stops, and its entries are marked as billed for good.
Part payments
Deposits and instalments are normal in studio work. Record each one as it lands and the balance updates. There is no separate deposit concept to learn: a payment is a payment, and the balance is the arithmetic.
Leaving a payment link off one invoice
Your UPI and card links are workspace settings, so they print on every invoice. Sometimes one invoice should not carry one: a large job the client will pay by bank transfer, or a client who should not see a particular option.
Right-click the invoice and hide the card link, the UPI link, or both. The PDF leaves the hidden link off while keeping the other, and the row shows a small no card or no UPI chip so the omission is visible in the app rather than a surprise later. Click that chip, or the same menu entry, to put the link back. When you are building a new invoice, the same two checkboxes sit above the create button, so you can set it as you make it.
Credit notes
When you need to reduce what the client owes without rewriting the invoice, apply a credit note. It sits against the invoice and comes off the balance.
This is the honest alternative to editing a number after a client has already seen it. The invoice they hold still matches the invoice in your file, and the credit explains the difference.
When it should not have been sent at all
If nobody has seen the invoice, void it instead. Voiding releases the time and expenses back to unbilled so you can build it again properly, and the document stops counting toward your revenue in reports.