The invoice says paid, but cash or the party balance did not change
Record actual receipts and payments through Money in the reviewed version.
Reviewed 9 October 2026
WHERE TO GO
Money → Receive or Pay
Step by step
Open the saved invoice and note its total and party.
Check Money and the party ledger for an existing payment so you do not duplicate it.
If actual money is missing, create the appropriate Receive or Pay transaction with its real date and account.
Check the Money activity and party ledger again.
Treat the invoice payment fields as unconfirmed until a matching Money movement exists.
What to check
- The actual receipt or payment is reflected in the account records.
Current limitation
- Known limitation: the reviewed invoice save path does not post the form’s cash/bank payment fields.
- Do not assume entering a payment amount on the invoice settles it.