How to record a client payment
Log a check, cash, or ACH payment against an invoice.
When a client pays by check, cash, or bank transfer, you'll want to record it in Kaliun so your books stay accurate.
Open the invoice
Navigate to Projects, open the project, and click the invoice in the sidebar. You can also find it under the Invoices section from the main navigation.
Go to the Payments section
Scroll down to the Payments section on the invoice page. You'll see any existing payments listed here.
Click "Record Payment"
Click the Record Payment button. A form will open asking for the payment details.
Enter the payment details
Fill in the amount, payment date, and method (check, cash, ACH, wire, or other). If you have a reference number — like a check number or transaction ID — enter that too. Click Save.
If your client pays through Stripe (credit card or ACH), Kaliun records the payment automatically. You only need to manually record payments for checks, cash, and other offline methods.
What happens next
- The payment is auto-numbered (PMT-001, PMT-002, etc.) for easy reference
- The invoice balance updates immediately
- If the payment covers the full remaining balance, the invoice is marked as Paid
- The project's financial summary reflects the new payment right away