Record a payment on a simplified invoice

Add what the buyer paid from the Payments card or the invoices list, and Filmo updates the simplified invoice's payment status.

Anyone who can open the simplified invoice sees its «Payments» card. Recording a payment needs the «Treasury» permission in edit mode.

Without it, the «Add payment» button still shows, but the payment isn't saved.

The camera operator paid for the gaffer tape and the battery at the counter. Recording that payment tells Filmo the sale is collected, and puts the money in the bank or cash account where it went.

A payment is a Treasury movement assigned to the document. The 's then follows what you've recorded: «Pending», «Partial payment» or «Paid».

Record the payment

Open the payment window On the simplified invoice's page, find the «Payments» card and click «Add payment».
Enter the payment Fill in the amount, the date, the payment method and the treasury account. The amount must be greater than zero.
Save Save the payment.

The «Register payment» window for document #T260004 of $192.60. «Amount» is already 192.6, with «Pending balance: $192.60» and «Pay full balance» below it, «Date» is filled in, «Contact» is empty, «Account» shows «Main Account» and «Payment method» shows «Bank transfer». There's an optional description, a «Deposit» switch, and «Cancel» and «Save». — The amount starts at the pending balance.

What changes

The payment appears in the «Payments» card.
The payment status is recalculated. You see it in «General information» and in the payment status column of the «Invoices» list.
If the simplified invoice came from an order, its reference in the order records the amount collected.

The right column of the simplified invoice. In «General information», «Status» now shows «Paid». Below, the «Payments» card has a green tick and the payment +$192.60, «Bank transfer», dated 10/17/2026 to «Main Account». — The payment in the «Payments» card, and the status now «Paid».

Other ways to record it

Record it from the invoices list

In «Sales» → «Invoices», click the payment status in the simplified invoice's row and add the payment there.

Advance payments carried over from a quote or proforma

A simplified invoice created from a quote or a brings in the the client already made that aren't assigned to another invoice or credit note. They appear in its «Payments» card and count toward its payment status. You only reach this case through NEO or a direct link.

Warning: The quote or proforma doesn't record that its advance payments moved. If another simplified invoice is created from the same source, it brings them in again, and the same advance payment counts twice. Before collecting, check in the «Payments» card that the advance payment isn't already applied to another document.

Good to know

Filmo doesn't stop you recording a payment on a draft or a voided simplified invoice. Check the status before you record it.
Voiding a simplified invoice doesn't refund its payments. See Refund a simplified invoice.
A doesn't change the original's payment status: the original keeps showing what was collected.
In the Treasury payments list, a payment's link to its document opens the wrong page and doesn't find the simplified invoice. Open it from the «Invoices» list instead.

If you see an error

Message or symptom	What it means	What to do
The payment isn't saved and a permission error appears	You don't have the «Treasury» permission in edit mode	Ask for it, or have someone who has it record the payment
Amount must be greater than zero	The amount is zero or negative	Enter a positive amount; the type of document sets the direction
Treasury account is required	No account is chosen and there's no default	Choose the account
A payment's document link doesn't open the simplified invoice	The link points to the invoice page	Open the document from the «Invoices» list