Record a payment

Clients pay you directly, by bank transfer, UPI, cheque or cash. Plott only records it; it never takes or holds your clients’ money.

1Mark it paid

On the invoice, choose Mark paid, then add the date it was paid on and a UTR or cheque number if you have one.

Marked by mistake? Choose Not paid after all.

2See where a project stands

The project’s Quotes & invoices tab shows the signed quote, what’s been received, what’s due and what isn’t invoiced yet.

3Chase what’s due

On an invoice, choose Set reminder. On the day, it becomes a task for the person you choose; only people whose role can see invoices are listed.