Register a transaction on an invoice

Manually register a payment so the open balance updates.

Use transaction registration when a payment was received and you want to update the invoice balance in OutSmart.

OutSmart does not register transactions automatically unless a connected bookkeeping integration does that for you.

1

Open the invoice

Go to Invoices and open the invoice you want to update.

2

Start the transaction

Click Register transaction.

3

Fill in the transaction details

You can add an external transaction ID and a reference.

Then select the transaction type.

4

Enter the amount

Fill in the transaction amount.

5

Add the transaction

Click Add.

The invoice balance updates immediately.

What happens after registration

• the paid amount is deducted from the open balance
• the invoice can show the remaining amount
• the status can change to Paid when the full amount is registered

Frequently asked questions

What happens when I register the full amount?

The invoice status changes to Paid.

Can I remove a registered transaction?

Yes.

The invoice balance updates again after removal.

What is an external transaction ID?

It is an optional reference from your bank or payment provider.

Related topics

• Add a transaction type
• Create an invoice
• Credit an invoice