Payments track the money received (or expected) for each invoice. A single invoice can have multiple payment records, making it easy to handle partial payments, installment plans, or split payments across different methods.
Payment List
Go to Components > JoomInvoice > Payments to see all payment records across all invoices.
You can filter by:
- Status - Show only Paid, Unpaid, or Pending payments.
- Search - Find payments by description or related invoice number.
Adding Payments to an Invoice
- Open an invoice for editing.
- Go to the Payments tab.
- Click Add Payment.
- Fill in:
- Description - What this payment is for (e.g., "Deposit", "Final payment", "Monthly installment").
- Amount - The payment amount.
- Due Date - When the payment is due.
- Payment Date - When the payment was actually received (leave empty if not yet paid).
- Status - Paid, Unpaid, or Pending Validation.
- Type - The payment method (Stripe, PayPal, Offline, etc.).
- Click Save.
Payment Statuses
| Status | Meaning | Color |
|---|---|---|
| Unpaid | Payment not yet received and past due | Red |
| Unpaid (On Time) | Not yet paid, but the due date has not passed | Yellow |
| Paid | Payment received and confirmed | Green |
| Pending Validation | Payment submitted but waiting for confirmation (e.g., from the gateway) | Light |
The displayed status depends on both the payment's status and its due date. An unpaid payment that is not yet due shows as "Unpaid (On Time)" rather than just "Unpaid".
Payment Links
Each unpaid payment can have a link that lets the client pay online. When a client clicks the payment link, they see the available payment methods (Stripe, PayPal, etc.) and can complete the payment.
How Payment Links Work
Payment links are included in invoice emails and on the online invoice view through the {paynow_button} template placeholder. You can also manually share a payment link with a client.
Guest Access to Payment Links
Not all clients have a Joomla user account on your site. You can control how payment links work for guests:
Go to Configuration > Auth code in payment links and choose:
| Mode | How It Works |
|---|---|
| None | The client must log in to your site to pay. Best for sites where all clients have accounts. |
| Auto | Clients without a Joomla account get a special secure link. Clients with accounts must log in. This is the recommended setting. |
| Always | All payment links include a secure access code. Anyone with the link can pay, no login needed. |
Partial Payments and Installments
You can add multiple payments to a single invoice. JoomInvoice automatically tracks the overall status:
- If the total of all paid payments covers the invoice total → the invoice is marked as Paid.
- If some payments are received but not enough → Partially Paid.
- If the due date has passed without full payment → Past Due.
Setting Up an Installment Plan
- Open the invoice.
- Go to the Payments tab.
- Add a payment for each installment with different due dates and amounts.
- Save the invoice.
Each payment has its own due date, so you can create schedules like "50% now, 50% in 30 days".
What Happens After a Client Pays
When a client completes an online payment:
- The payment gateway confirms the transaction (either by redirecting the client back or via a webhook notification).
- JoomInvoice updates the payment status to Paid.
- The invoice status is recalculated automatically.
- A confirmation email can be sent to both you and the client (configurable in settings).