Recording Payments

Every contract in Pakuj.se automatically generates a customer invoice. When you receive money from a client, record a payment against that invoice. You can add one payment or split it across multiple instalments — Pakuj.se automatically totals what has been paid and what remains, and updates the invoice and contract status without any manual toggling.

Required role: Administrator, Owner, or Employee.

Payment status overview

Every invoice has one of three statuses:

Pakuj.se updates this status automatically every time you add, edit, or delete a payment.

Step 1: Open the new payment form

There are two ways to reach the form:

From a contract's details page

1. In the sidebar, click Contracts.
2. Find the contract and click Details.
3. In the Payments section, click Add Payment.

The form opens with the invoice pre-selected.

From the payments list

1. In the sidebar, click Payments.
2. Click Record Payment.
3. Select the invoice manually from the dropdown.

URL: /Payment/Create

Step 2: Select the invoice

If you did not arrive from a contract's detail page, choose the invoice from the Invoice dropdown.

The list shows:

• The invoice number (if assigned) or the invoice ID.
• The buyer's name.
• The total amount and currency.

After selecting an invoice, a balance preview appears showing:

• Total invoice amount.
• Amount already paid.
• Balance remaining.

The Amount field is pre-filled with the remaining balance — change it if you are recording a partial payment.

Step 3: Fill in the payment details

Step 4: Save the payment

Click Record Payment.

Pakuj.se will:

1. Verify the amount is greater than zero.
2. Verify the running total does not exceed the invoice value by more than 1%.
3. Save the payment and recompute the payment status.
4. Update the invoice and contract status.

You are redirected to the payment details page.

Partial payments (paying in instalments)

You do not have to pay the full invoice in one go. Each time you receive an instalment:

1. Open the new payment form.
2. Enter the instalment amount in the Amount field (the remaining balance is suggested automatically).
3. Click Record Payment.

The invoice status becomes Partial after the first instalment and flips to Paid once the running total reaches the full invoice amount.

All payments for an invoice are shown in the payments table on the contract details page and on the invoice preview.

Editing a payment

Click Edit next to any payment in the table.

You can change: amount, payment method, paid-at date, transaction ID, and note.

After saving, the payment status is automatically recalculated.

Note: The invoice a payment is linked to cannot be changed after the payment is created.

Deleting a payment

1. Click Edit next to the payment.
2. Click Delete and confirm.

After deletion, Pakuj.se recalculates the payment status. If the invoice was Paid, it reverts to Partial or Unpaid depending on the remaining total.

Where can I see payments?

On the contract details page

The Payments section at the bottom of the page shows a table of all payments, the total amount paid, the balance remaining, and the Add Payment button.

On the invoice preview

The same payments section appears on the Invoice Preview page alongside the Paid / Partial / Unpaid status badge.

On the payments list

Click Payments in the sidebar to see all payments for your agency. You can search by transaction ID and filter by invoice.

Restrictions

• Overpayment: Pakuj.se does not allow a payment that would push the running total more than 1% above the invoice value. Adjust the amount if you need to record something outside that range.
• Refunded or cancelled invoices: Payments cannot be added to an invoice with a Refunded or Cancelled status.
• B2B invoices: Partner agency invoices are handled separately and do not appear on this screen. This page only covers customer invoices.

Frequently asked questions

How do I know how much is left to pay?
On the new payment form, select the invoice — the balance preview appears automatically below the dropdown showing the exact remaining amount.

Can I change the amount of a payment after recording it?
Yes — click Edit next to the payment. Pakuj.se will recalculate the payment status after you save.

What happens if I delete one instalment?
The invoice and contract status updates automatically. If the invoice was Paid, it reverts to Partial or Unpaid depending on the remaining sum.

Can one agency see another agency's payments?
No. Owners and Employees only see payments linked to their own agency. Administrators can see all payments.

When does a contract become Paid?
A contract is marked Paid automatically once its customer invoice (the non-B2B invoice) is fully covered by recorded payments.

Related topics

• Creating a Contract
• Getting Started