Record a cash, check or other payment

1. On the invoice, press Collect payment (or Collect other payment in the ⋯ menu).
2. Pick the method (Cash, Check, Cash App, PayPal, Venmo, Zelle or Other) and add a reference like a check number.
3. Save. The invoice balance updates. No money moves. This is bookkeeping only.

Made a mistake? Edit or delete the payment record. Recorded payments can't be "refunded" in WorkBench because no money went through it.