Recording Payments

Once an invoice exists for a trip, you can record payments against it to track what your client has paid and what remains outstanding. Payments are managed from the Payment Schedule card on the invoice detail page.

Adding a Payment

Open the invoice from the trip's Invoices tab and scroll to the Payment Schedule section. Click Add Payment to create a new payment row. Each payment starts with a status of Pending and an amount of $0 — click the edit icon to fill in the details.

Payment Fields

Each payment row tracks:

Field	Description
Status	Pending, Paid, or Overdue
Due Date	When the payment is expected
Notes	Free-text label (e.g. "Deposit", "Final payment")
Amount	Dollar amount for this payment

Splitting into Multiple Payments

Use the Split Payments button to automatically create a payment schedule. Configure:

• Number of payments — how many installments (2-12)
• Start date — when the first payment is due
• Interval — days between each payment (default 30)

JourneyFuse divides the remaining invoice balance evenly and handles rounding so the amounts add up exactly. Each payment is labeled "Payment 1 of N", "Payment 2 of N", etc.

Marking a Payment as Paid

Click the green checkmark icon on any pending payment to mark it as paid. This:

• Sets the payment status to Paid
• Records today as the paid date
• Automatically updates the invoice status (e.g. from Sent to Partially Paid, or to Paid if the full balance is covered)

Editing a Payment

Click the pencil icon to edit any payment inline. You can change the amount, due date, notes, or status. Press the checkmark to save or the X to cancel.

Deleting a Payment

Click the trash icon to remove a payment. A confirmation dialog will appear before the payment is deleted. The invoice status recalculates automatically after deletion.

Payment Totals

The footer row of the payment schedule shows:

• Payments Total — sum of all payment amounts
• Invoice Total — sum of all invoice line items

The total is color-coded: green when payments match the invoice total, yellow when payments are less, and red when payments exceed the invoice total.

Assigning Payments to Travelers

When a trip has multiple travelers with split shares, payments can be assigned to specific travelers. This reduces that traveler's individual balance in the Traveler Shares table. All payment types work with traveler assignment — manual payments, card authorizations, checks, and more.

Related

• Invoices — creating and managing invoices
• Split Payments & Traveler Shares — dividing invoices among travelers