# Managing Payments

This feature allows you to track all payments related to a project and its invoices.

## **1 - Record a payment**

<figure><img src="/files/1SwmoZxtKhy07R3TpSLv" alt=""><figcaption><p>Recording a payment</p></figcaption></figure>

**1 - Record Payment**: Click to open the modal to record payment.

**2 - Payment Date**: Date of payment received.

**3 - Invoice**: Specify which invoice the payment refers to.

**4 - Payment Type**: Select the payment type, such as bank transfer, cash, etc.

**5 - Amount**: Full amount received.

**6 - Comments**: Add any relevant comments.\
\&#xNAN;*<mark style="color:orange;">**Example**</mark>*<mark style="color:orange;">:</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">Payment received in two parts due to transaction limits.</mark>*

## 2 - Payment Table

<figure><img src="/files/aiPsAsZFCYq88GBzzIua" alt=""><figcaption><p>Payment Table</p></figcaption></figure>

**1 - Payments Table**: This table lists all the payments recorded for the project. Each line represents a single payment.

**2 - Settlement Feature**: This is the settlement feature, used to adjust the balance.

## 3 - Payment Settlement

The settlement feature allows you to write off a small amount when the balance is not equal to zero due to some bank fees.

<figure><img src="/files/PROrhNQoI1l8ksiWiM14" alt=""><figcaption><p>Settlement Modal</p></figcaption></figure>

**1 - Amount**: Enter the amount to be written off (it can be negative).

**2 - Comments**: Add comments to explain the settlement.\
\&#xNAN;*<mark style="color:orange;">**Example**</mark><mark style="color:orange;">: Write-off due to bank transfer fees.</mark>*

<figure><img src="/files/XD0D56yFLysASI7XaRT1" alt=""><figcaption><p>Bringing Balance to zero</p></figcaption></figure>

**1 - Balance Settled**: By adding a settlement, the balance has been adjusted to zero.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.interval-soft.com/interval/documentation/workflow/management/managing-payments.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.