Overview
You can record a payment in Copilot from several different areas of your account.
This article walks you through all available methods and the steps to properly apply or record a payment.
Option 1: Add a Payment from the Payments Page
Go to Finances > Payments.
Click the Add Payment button at the top of the page.
This opens the Add a Payment form where you can enter all payment details.
Option 2: Add a Payment from the Invoice Page
Go to Finances > Invoices.
Locate the invoice you want to apply a payment to.
Click the $ button next to the invoice.
This opens the payment screen for that specific invoice.
Option 3: Add a Payment from the Customer Page
Go to Customers.
Find and click the customer you want to add a payment for.
You can also click the three dots (⋮) under the Actions column and select Add Payment.
At the top of the customer’s page, click the + Create New dropdown.
Select Payment from the list.
Step 1: Choose the Customer and Invoice
On the Add a Payment page:
Select the Customer from the dropdown menu.
If the customer has unpaid invoices, they’ll appear under the Apply To dropdown.
Select the invoice to apply the payment to.
If there are no unpaid invoices, select Add as Customer Credit to apply the payment to their account balance.
Step 2: Enter Payment Details
Enter the Payment Amount, or check the box to apply payment in full.
Choose the Payment Method from the dropdown menu.
Note:
Selecting Credit Card here does not charge the customer’s card. It simply records that a credit card payment was received.
Step 3: Apply and Confirm the Payment
When all fields are filled out, click the Add Payment button.
If the payment amount exceeds the selected invoice, Copilot will display a pop-up asking whether you’d like to:
Automatically apply remaining credit to other outstanding invoices, or
Save the remaining amount as Customer Credit for future use.
Choose your preference to proceed.
Step 4: View or Send the Receipt
After saving the payment, you’ll be taken to the Payment Receipt page.
From here, you can:
Download or print a PDF copy of the receipt.
Email the receipt to the customer directly.
Tip
Always verify you’re applying the payment to the correct invoice before saving. Once a payment is applied, it may require adjustment to reapply it.