6 min guideUpdated August 2026App review required

Record payments and credit notes

Apply supported payment or credit evidence to the correct issued invoice and confirm the outstanding balance changes once.

Best forAccounts · Owner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the issued invoice and check the original total, existing allocations and current outstanding balance.
  2. Choose the supported Record payment or credit-note action.
  3. Enter the actual date, amount, reference and method from the approved evidence.
  4. For a partial payment or credit, confirm the remaining balance is intentional.
  5. Save once and verify the Details, Payments/Credit allocation and Sync areas show the expected result.
  6. If accounting is connected, confirm the corresponding provider event is not creating a duplicate entry.

Good practice

Decide which system originates payments and credits. Recording the same event manually and through provider synchronisation can overstate the allocation.

When you are finishedThe invoice balance, payment or credit history and accounting status agree without duplication.

Before you begin

  • The invoice is issued and the payment or credit evidence is authorised.
  • You know whether the accounting provider or SignBas3 is the source of truth for this entry.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.