Payments, deposits, credits, and refunds

Choose between cancelling a sale and refunding an overpayment Choose the refund reason that matches whether the sale changed or the customer simply paid too much.

Return the unused part of a customer advance Return only the unused part of a customer advance and keep its applications visible.

Download a receipt for a customer payment Download the payment receipt for a recorded customer payment.

Create a debit note for an additional customer charge Use a linked debit note for additional charges that belong to an invoice already issued.

Record a customer advance and apply it later Record money a customer paid before you issued an invoice, then apply it when the invoice exists.

Check a pending payment before recording another one Check the result of an existing checkout before starting or recording another payment.

Review a customer payment that needs attention Review a collected payment that could not be applied automatically before deciding what to do with it.

Find incoming payments and the invoices they paid Payments Received shows money recorded from invoices, advances, and overpayments.

Show a bank payment QR code and confirm money received Show bank payment details as a QR code, then record the transfer after you verify it arrived.

Offer different payment methods on one invoice Choose the payment methods offered on a particular invoice, then check its customer preview.

Record a payment you received outside Invoice Crowd Record only the money you have actually received. Recording it does not charge the customer.

Apply available customer credit automatically to invoices Use a customer’s available credit toward an invoice when it is sent.

Record a customer refund and check the remaining balance Start from the original invoice and choose the refund reason that matches what happened.

Apply a customer credit note to an invoice Use an existing credit note against an unpaid invoice for the same customer and currency.

Create a customer credit note Start from the original sale when you need to credit all or part of an invoice.