How a payment updates an invoice
Each payment you record is tied to a specific invoice, and everything downstream follows from it.
What you record with each payment
Amount
Record how much was received — the full invoice amount or part of it.
Payment date
Note when the payment arrived, so the record reflects what actually happened.
Method
Label how you were paid — bank transfer, UPI, card, cash, PayPal or other.
Notes
Add a short reference or note to identify the payment later.
A part payment, then the rest
Once recorded payments reach the total, the invoice reads as paid.
What the recorded payment changes
A recorded payment moves an invoice to partial while a balance remains, and to paid once the total is covered. An invoice past its due date with money still outstanding is treated as overdue. The invoices page covers the full status picture.
Tracked elsewhere vs. attached to the invoice
When payments are tracked elsewhere
- The amount received is written in a sheet
- Invoice status is updated by hand
- Partial payments are hard to reconstruct
- Method and date live somewhere else
- The invoice and the record can disagree
When the payment stays with the invoice
- Each payment belongs to the relevant invoice
- Partial amounts stay visible
- The remaining balance updates
- Status follows the recorded payments
- The payment history stays attached
Track the payment without pretending to process it
Remex records what you receive and keeps it beside the invoice. It doesn’t move money between you and the client, and it doesn’t connect to your bank — the payment record is yours to maintain, and it stays honest because you own it.
What you stop repeating
Instead of: Updating a spreadsheet and the invoice separately
You can: Record the payment once, against the invoice
Instead of: Calculating the remaining balance by hand
You can: Read the outstanding amount from the invoice record
Instead of: Guessing which payment was partial
You can: Review the payment history on the invoice
Payments close the loop
A project defines the work, an invoice states what’s due, and a recorded payment settles it — all kept together.
Who this is for
Independent professionals who invoice clients directly and want to know, at a glance, what has been paid and what is still due — without keeping a second ledger.
Questions about payment tracking
Does Remex process payments?
No. Remex records and tracks the payments you receive. It does not move money, connect to your bank, or process transactions — you stay in control of what is recorded.
Can I record a partial payment?
Yes. You can record a partial amount against an invoice, and the outstanding balance updates to reflect it.
Can I record more than one payment against an invoice?
Yes. An invoice can hold several payments, each with its own amount, date and method.
How is the remaining balance calculated?
It is the invoice total minus everything you have recorded against it, and it never drops below zero.
How does an invoice become paid?
When your recorded payments cover the invoice total, the status becomes paid. Before that, it can be partial or overdue.
Can I record the payment method and date?
Yes. Each payment captures the amount, the date received and the method used.
Can I track overdue invoices?
Yes. If an invoice has a due date that has passed and still has an outstanding balance, it is treated as overdue.
Can I use different currencies?
Yes. Currency is set per invoice, and payments are recorded in that invoice’s currency.
Keep every payment attached to the invoice behind it
Record it once, and read the balance and status straight from the invoice.