How to Send and Record Payment for an Invoice
From the Invoices tab in the Business Manager, you can send an invoice to a customer to pay online, or take and record a payment yourself. This guide covers both.
Before you start
You need Admin access to the Business Manager.
The customer and their invoice need to exist under the Invoices tab.
Invoice payments deposit to your payout account. To control which account an invoice pays out to, see How to Choose Your Payout Account for Invoices.
Open the invoice
In the Business Manager, open the Invoices tab.
Locate and click the customer you want to invoice.
You’ll see two options: Send and Receive Payment.
Option 1: Send the invoice
Choose Send to email the invoice to the customer. They can review it and pay online themselves, and the payment is recorded against the invoice automatically.
Option 2: Receive a payment
Choose Receive Payment to handle the payment yourself. You’ll be asked to Take online payment or Record received payment.
Take online payment: enter the customer’s card details and charge the card through Cents.
Record received payment: choose the method the customer paid with, then record it. This marks the invoice paid for a payment collected outside Cents (for example cash or check); Cents logs it but doesn’t process the funds.
Take online payment:
Record received payment:
Partial payments and adding orders
To add partial payments, active orders, or product orders to an invoice, follow the step-by-step video below.
Troubleshooting
Don’t see the customer or invoice?
Make sure you’re on the Invoices tab and the customer has an invoice set up.
Not sure whether to Send or Receive Payment?
Send emails the customer to pay online themselves. Receive Payment is for taking or logging the payment yourself.
Online card payment declined?
Double-check the card details and try again. If it keeps failing, the customer’s bank may be blocking the charge.
Recorded a payment but need to reverse it?
A recorded received payment is logged, not processed by Cents, so there’s no integrated refund. Reverse it the way the money was taken, then adjust the invoice.
Payment went to the wrong bank account?
Invoice payouts follow your payout account settings. See How to Choose Your Payout Account for Invoices.
Need assistance?
Feel free to text our Cents Support team at 888-302-8809.