Record invoice payments and show how to pay

What it is

Invoice payments in Lipi are the record of money a client has paid against an invoice. You record a full or partial payment, the status updates, and the payment can also become an income transaction in your own books. Payment methods are the bank, wallet or QR details you print so clients know how to pay you.

What problem it solves

Without a record, a half-paid invoice is a guess. And entering the same money in an invoice tool and in an expense tracker means doing it twice. Here the payment sits on the invoice, and one switch books it into the account where the money landed.

How it works

1. Open an invoice and tap Record payment.
2. Enter the Amount, the Paid on date and an optional note.
3. Leave Create income transaction on to book it. Pick the Account. It goes under an Invoice income category.
4. If the account is in another currency, check Amount received. Lipi fills it at today’s rate. Change it to what actually arrived after fees.
5. Tap Save payment. The invoice becomes Partly paid or Paid. The invoice page shows how much is paid and how much is to go.
6. To tell clients how to pay, go to Invoices, open Payment methods and add one: a name such as your bank or eSewa, then the details.
7. In the invoice editor, pick the payment methods to print under Payment methods.

Details and rules

• Partial payments are allowed. The status follows the money: Partly paid until the full amount is in, then Paid.
• Income transaction: optional. You can also add it later with Create transaction on the payment, or attach an existing one with Link transaction by its id.
• Deleting a payment: the invoice owes that amount again. If a transaction is attached, you choose whether to delete it too.
• Currency: a payment is in the invoice currency. An account in another currency gets the converted amount, and you can edit it.
• Payment method fields: Bank, Account name, Account no., Branch, SWIFT / BIC, IBAN, Wallet ID and Notes, plus an optional QR image (PNG or JPG, up to 1 MB). The QR image is free. Your own logo and signature are Premium.
• Where they show: on the PDF, and under How to pay on the share page with a copy button for each detail.
• Plan: recording payments and saving payment methods are free.
• Lipi does not take card or wallet payments from your clients. It records and displays.
• Recording needs an internet connection.

Works with

• Invoices for the invoice the payment belongs to
• Clients where each client’s payments are listed
• Accounts that receive the income
• Multi-currency and exchange rates for the conversion

Ask an AI assistant

Connect Lipi to an AI assistant (see AI assistants) and ask:

• “Record a Rs 60,000 payment on INV-0004 into my Nabil Bank account.” Uses record_invoice_payment.
• “Show invoices that are partly paid.” Uses list_invoices.

To mark an invoice sent, back to draft, paid or void without a payment record, the assistant uses set_invoice_status.