✅ How to Record Payments and Track Balances in Britixo

Britixo makes it easy to record full or partial payments against invoices and automatically tracks client balances. Each payment entry updates the invoice status, reduces outstanding amounts, and keeps financial records accurate in real time.

This article explains how to manually record payments and monitor invoice statuses.

Record a New Payment

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. Navigate to Sales → Invoices.
   
   

3. Locate the invoice you want to record payment for.
   
   

4. Click on the invoice to open it.
   
   

5. In the top-right corner, click Record Payment.
   
   

Fill in Payment Details

6. In the Record Payment popup, enter the following:
   
   

• Amount Received – You can enter a full or partial amount
  
  

• Payment Mode – Choose from Cash, Bank Transfer, Stripe, PayPal, etc.
  
  

• Transaction ID – Optional reference from your payment system
  
  

• Payment Date – Defaults to today
  
  

• Note – Internal remarks (optional)
  
  

7. Click Submit.
   
   

The invoice status will now reflect the new balance:

• Fully Paid if total is received
  
  

• Partially Paid if balance remains
  
  

• Overdue if past due and incomplete
  
  

View and Manage Payments

8. Return to the invoice and scroll to the Payments section at the bottom.
   
   

9. Here you can:
   
   

• View all previous payments
  
  

• Edit or delete a payment (if permissions allow)
  
  

• See payment method, date, amount, and notes
  
  

Each payment is also logged in the client’s transactions under their profile.

Email Payment Confirmation

10. After recording a payment, you can choose to send a confirmation email:
    
    

• Click the Send Email button inside the invoice
  
  

• A PDF invoice showing updated balance will be attached
  
  

Britixo uses its built-in secure SMTP server, so email delivery is fast and encrypted.

Tip

Use payment modes consistently for accurate reporting. You can customise or add new payment methods in Setup → Payment Modes.