Record a payment

Record payments from the booking so the invoice, remaining balance and payment history stay together.

Record the payment

Open the booking — from Bookings or the calendar, open the appointment.
Choose Record Payment — find the Financials panel and open Record Payment.
Enter the payment details
- Amount — the full amount or a partial payment.
- Method — Cash, Bank Transfer, Card or Other. Client Balance is selected automatically when you use balance.
- Received at — the payment date and time. It defaults to now.
- Reference — optional, for anything useful to keep with the payment.
Mark it as a deposit if needed — enable This is a deposit payment when the money is being held against the appointment as a deposit.
Save — Barkway records the payment and recalculates the invoice status.

If the client has credit available:

Enable Use client balance.
Barkway sets the payment method to Client Balance.
The amount is capped so you cannot apply more than the available balance or the amount due.

The payment appears in Payment History.
Remaining Balance updates immediately.
The invoice status moves automatically between Unpaid, Partial and Paid.

Use Reference for notes such as Paid via bank transfer.
Change Received at when you need to record an earlier payment.
If a client overpays, the extra amount moves to their client balance automatically.

For the exact status meanings, see Booking and invoice statuses.