The invoice overview page is the control center for an individual invoice after it is saved.

Header actions

Available actions can include:

• List
• Edit
• Preview
• Mark as Sent
• Cancel Invoice
• Record Payment
• Settle Now

Summary metrics

The overview page shows:

Record payment

To record a payment:

1. Open invoice overview.
2. Click Record Payment.
3. Enter amount.
4. Select payment date.
5. Select method.
6. Add reference number if required.
7. Add optional notes.
8. Save.

Supported payment methods:

• Cash
• Bank Transfer
• UPI
• Card
• Other

Validation rules

The payment form checks:

• Amount is required.
• Amount must be valid.
• Payment cannot exceed outstanding amount.
• Payment date is required.
• Payment method is required.
• Reference is required for some non-cash methods.

Settle remaining balance

Use Settle Now when a small balance should be closed by adjustment or round-off.

The app records settlement as a payment entry with method/notes showing it is a settlement.

Cancelled invoice behavior

Cancelled invoices cannot accept new payments.

Payment history

Payment history shows:

• Date
• Amount
• Method
• Reference
• Notes
• Receipt action

Users can view receipt for each recorded payment and delete a payment if it was entered wrongly.

Reminders panel

The overview page also displays reminder status:

• Next reminder
• Pending/processing count
• Sent count
• Failed count
• Reminder history