ZevBit tracks payments and balances at both the invoice level and the project level.
Every payment, whether entered manually or completed by the customer, is tied to a specific invoice and automatically updates the project’s financial data.
This ensures that what you see in the system always reflects the current financial state of the project.
How Payments Are Recorded
Payments can be recorded in two ways.
The first is through customer payments. When an invoice is sent, the customer receives an email with a secure link. From there, they can open the invoice and complete payment using a credit or debit card.
Once the payment is submitted, the system records it automatically. No manual action is required.
Customer view when they click the email link
Note: To allow customers to pay using a credit or debit card, you must first complete the integration with a payment processor within the General Settings. If this integration is not complete, after your customers click on “Pay Invoice” they will be notified to contact your office to arrange a payment in person or to schedule a time for one of your team members to collect the payment.
Customer's view when you don't have payment processor integration enabled.
The second way is manually by your team. When recording a payment, you enter details such as the payment date, method (cash, check, wire, or card), amount, and optional notes or receipt.
This is typically used for offline payments or payments received outside the system.
Manually record a payment with amount, method, and receipt
How Payments Affect Invoices
Every payment is applied to a specific invoice and immediately updates its balance.
If the full amount is paid, the invoice is marked as Paid, its balance becomes zero, and it moves to the Paid Invoices section.
If only part of the amount is paid, the invoice remains open and continues to show the remaining balance.
Invoices can receive multiple payments over time. For example, a customer may pay part of the invoice now and the rest later. The system keeps track of each payment and updates the invoice accordingly until it is fully paid.
Payment Tracking and History
All payments are stored in the Payments section of the project.
You can find this table by clicking Invoices > Customer/Project Name > Payments, and also you can find it by clicking Estimates > Client & Project Name > Invoicing > Payments.
This section acts as a transaction history, showing when each payment was made, how much was paid, the payment method, and which invoice it was applied to.
This allows you to trace exactly how each invoice was paid and maintain a clear financial record for the project.