Payment Tracking

Stay on top of your cash flow with payment tracking.

Payment Dashboard

The Invoices page shows:

• Total invoiced (all time)
• Total paid
• Outstanding balance
• Overdue amount

Invoice Statuses

Sent

Invoice delivered, awaiting payment

Viewed

Client has opened the invoice (tracked automatically)

Paid

Payment received and recorded

Overdue

Past the due date, not yet paid

Recording Payments

When you receive payment:

1. Open the invoice
2. Click Record Payment
3. Enter:

- Amount received

- Payment date

- Payment method

- Notes (check number, etc.)

1. Click Save

Partial Payments

Record partial payments:

• Original invoice: $1,000
• Payment 1: $500
• Balance remaining: $500

Payment Reminders

Send automatic reminders:

• Before due date
• On due date
• After due date (overdue)

Setting Up Reminders

Payment reminders are configured per invoice. When creating or editing an invoice, you can set a due date — Deiza will display overdue status automatically when the date passes.