For support and success

Know what changed before a customer asks.

Every release updates your help centre and your internal pages the same day, each step checked in the product.

Your week, before and after

Before

You hear about changes from customers.

You no longer trust your own articles.

You wait on engineering for answers.

After

Help centre articles update themselves.

A short "what changed" for every release.

Fewer questions to engineering.

Your help centre updates on release day.

When a feature ships, its article is rewritten and checked the same day.

help.ledgerline.com
Ledgerline HelpSearch for help
Record a payment on an invoice
Updated today

When a customer pays you, record it on the invoice so your books stay up to date. You can record the full amount or part of it.

  1. Open the invoice.
  2. Click Record payment.
  3. Enter the amount you received and click Save.
  4. If part is still owed, the invoice stays open and shows Partly paid.
Paid in parts? Record each payment separately. The invoice shows Partly paid until the full amount is in.
Was this helpful? Yes · No
Related articlesWhy is my invoice still open?Send a payment reminderHow Ledgerline matches bank payments to invoices
Ledgerline is a demo company.

Know what changed, in plain words.

A short summary of every release, including what to tell customers.

SabíLedgerline · Internal

What changed in Release 8.3

Shipped today · 4 changes
New

Customers can pay an invoice in parts.

What to tell customers: record each payment; the invoice stays open until it's fully paid.

2 pages updated
Changed

The Mark as paid button is now called Record payment.

1 page updated
New

Invoices can show a new label: Partly paid.

No action

Behind-the-scenes improvements to how invoices are stored. No pages affected.

Ledgerline is a demo company.

Nothing half-true goes public.

If Sabí can't prove a step, it holds it back from your help centre until someone looks.

SabíChecking: Record a payment on an invoice · Step 5 of 5 (new)
What the page says

Click Send reminder for the remaining amount.

What Sabí saw in Ledgerline
INV-2031 · Bakkerij de VriesPartly paid · €350.00 still owed
Didn't work, held back

Sabí couldn't find this button. It's built, but not switched on for customers yet. This step won't be published until someone looks at it.

Remove stepKeep as draft
Ledgerline is a demo company.

You stay in control.

Help centre articles need your sign off. Internal pages can publish on their own.

Every release ends with a plain list: what's new, what changed, what needed no action.

Undo any change in one click if something publishes before it should.

SabíSettings · Publishing rules

Who approves what

Choose, per area of your product, what publishes on its own and what waits for a person.

App areaHelp centreInternal pagesDeveloper docsInvoicesNeeds approvalPublishes when checkedPublishes when checkedPaymentsNeeds approvalNeeds approvalPublishes when checkedReportsPublishes when checkedPublishes when checkedPublishes when checkedSettingsPublishes when checkedPublishes when checkedPublishes when checked
Ledgerline is a demo company.
SabíLedgerline · Internal

What changed in Release 8.3

Shipped today · 4 changes
New

Customers can pay an invoice in parts.

What to tell customers: record each payment; the invoice stays open until it's fully paid.

2 pages updated
Changed

The Mark as paid button is now called Record payment.

1 page updated
New

Invoices can show a new label: Partly paid.

No action

Behind-the-scenes improvements to how invoices are stored. No pages affected.

Ledgerline is a demo company.

A scenario, not a customer story

Release 8.3 ships at 3 pm. At 4 pm, Joost's team reads what changed. The next morning, a customer asks why their invoice is still open. The answer is already in the help centre.

Make the case to your manager

The problem

Articles go out of date with every release, and your team finds out from customers.

What a pilot needs

One setup session, and someone to approve help centre changes for the first weeks.

What we measure

[questions escalated to engineering per week, or tickets about documented features].

Send this page to your manager →

Questions

Can customers see this?

Yes. Help centre articles go public once they pass your approval rules. Internal pages stay internal.

How do I know a page is current?

Every page shows when it was last updated and checked.

Can I flag a mistake?

Yes. Flag any page or step, and it goes to the review queue.

See it on your own product.

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