Simple Invoices

    Managing Payments

    Track payments received against invoices and process online payments.

    Recording a Payment

    1. Go to Payments in the navigation
    2. Click New Payment (or use the button on an invoice page)
    3. Select the Customer and the Invoice
    4. Enter the Amount received
    5. Choose the Payment Type (cash, check, credit card, online gateway, etc.)
    6. Add any Notes or reference numbers
    7. Click Save

    Payment Types

    Configure payment types under Settings → Payment Types:

    TypeUse Case
    CashManual cash payments
    CheckPhysical check deposits
    Credit CardCard payments processed externally
    Online PaymentGateway-processed payments (PayPal, Stripe, etc.)

    Online Payment Gateways

    Simple Invoices integrates with several payment gateways:

    • PayPal: Standard PayPal checkout
    • Stripe: Credit/debit card processing
    • Authorize.net: US-based payment gateway
    • Adyen: International payment platform
    • Coinbase Commerce: Cryptocurrency payments
    • eWay: Australian/NZ payment gateway
    • Ko-fi: Simple donation/payment platform
    • PaymentsGateway: Generic gateway connector

    Setting Up a Gateway

    1. Go to Settings → System Preferences
    2. Scroll to the Payment Gateway section
    3. Enable your chosen gateway
    4. Enter the API credentials from your gateway provider
    5. Save changes

    Note: Payment gateway secrets are encrypted using the SI_GATEWAY_SECRETS_KEY configuration value.

    Payment Reports

    View payment history under Reports:

    • Total payments by period
    • Payments by customer
    • Outstanding (unpaid) invoices
    • Debtor aging analysis

    Refunds & Credits

    To issue a credit or refund:

    1. Open the payment record
    2. Use the Refund option if available
    3. Record the refund as a negative payment against the same invoice