Receive Invoice Payments

Record customer payments from the invoice list so SPRK updates the balance and posts the cash or bank side of the transaction.

Purpose

Use this workflow when a customer has paid an invoice and you want SPRK to reduce the receivable and update the invoice status correctly.

Prerequisites

  • The invoice already exists.
  • The invoice is not already fully paid.
  • A deposit account is available in the Deposit to selector.
  • Your company has a default Accounts Receivable account configured for receivables workflows.

Steps

  1. Open Invoices.
  2. Find the invoice you want to collect against.
  3. Select the dollar action for that invoice.
  4. In Receive payment, complete:
  • Payment date
  • Amount
  • Deposit to
  • Reference #, if needed
  • Memo
  1. Select Record payment.
  2. If the payment is less than the remaining balance, confirm the partial-payment prompt.
  3. Return to the invoice list and confirm the updated Balance and Status.

Expected Result

SPRK records the payment, reduces the invoice balance, and updates the status:

  • fully paid invoices become Paid
  • partially paid invoices become Partial

Common Mistakes

  • Editing the invoice status to Paid instead of using Receive payment.
  • Forgetting to choose Deposit to.
  • Entering an amount greater than the remaining balance.
  • Expecting a disabled dollar action on a paid invoice to reopen payment entry.

Info

  • App sections: invoices
  • Last validated: 2026-05-02
  • Screenshot status: not-started