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An invoice payment settles all or part of the amount the customer owes. The payment should stay connected to the invoice so Agreements and Accounting can agree on the remaining receivable.

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Record the payment

Open the invoice and use the payment action available to your role and plan. Enter the amount, payment details, and currency information required by the form. The invoice can move through partial and full settlement as cleared payments accumulate.

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Cleared versus pending

Lynka’s canonical settlement logic counts payments and refunds only when their clearance state is cleared. A pending or uncleared payment should not reduce Accounts Receivable or mark the invoice paid as if the cash were already settled. This protects both the invoice balance and the cash position from optimistic payment records.

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Partial payments

A cleared payment smaller than the amount due reduces the balance without closing the invoice as fully paid. The automation catalog includes Partial payment needs follow-up for partially paid invoices with no payment movement for the configured period.

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Overpayment

Payment logic should prevent a payment from exceeding the valid outstanding amount unless a supported credit or overpayment workflow explicitly handles it. Do not enter a larger payment and manually adjust the invoice total to make it fit.

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Currency

Payment currency must be compatible with the invoice and the payment record’s FX capabilities. If a payment table does not carry the necessary FX snapshot, Lynka should reject an unsupported currency mismatch rather than silently treating two currencies as equal.

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Accounting effect

When the invoice is posted and the payment clears, the accounting chain should reduce Accounts Receivable and increase the appropriate cash account according to the payment posting logic.
Last modified on September 7, 2026