Recording payments (realisation)

An invoice for USD 1,000 rarely turns into exactly 1,000 × the invoice rate in rupees. Record the payment on the invoice to see what really happened.

Recording a payment

On the invoice, in the Payment card, click + Record payment and enter:

• Received on: the date the money landed in your account.
• Amount received (INR): what your bank credited.
• Client paid on and amount sent (foreign currency): optional, if you know them.
• Bank account, reference and notes.

The invoice moves to Paid.

What the payment card shows

The card follows the money: Invoiced → Client sent → You received. It shows the gap between the INR you expected at the invoice rate and the INR you actually received, plus the effective rate and how long realisation took.

Tip: Record the payment when the money lands, not when the client says they've sent it.

This card is never printed: your client's copy has no business showing your fees. Recording and removing payments needs the Payments → Record / Remove permission.