Tracking payments is one of the most important parts of running a business. Sending invoices is only half the job — knowing who has paid, who hasn’t, and how much is still owed keeps your cash flow healthy and your records accurate.
In this guide, we’ll walk through how to track payments on your invoices using Lunio.
Why tracking payments matters
When you properly track payments, you can:
- See which invoices are paid, unpaid, or overdue
- Keep accurate financial records for tax time
- Avoid chasing clients unnecessarily
- Stay on top of your cash flow
Without proper tracking, it’s easy to lose track of who owes you money.
Understanding invoice statuses in Lunio
Lunio automatically updates the status of your invoices based on payments:
- Pending – The invoice has been sent but not paid
- Partially Paid – A portion of the invoice has been paid
- Paid – The invoice has been fully paid
- Overdue – The due date has passed and payment hasn’t been completed
These statuses help you quickly understand the state of each invoice.
How to record a payment
When a client pays an invoice, you should record the payment in Lunio.
To do this:
- Open the invoice
- Click on the option to add or record a payment
- Enter the payment amount
- Select the payment date
- Save the payment
Once saved, Lunio will automatically update the invoice status.
Tracking partial payments
Sometimes clients don’t pay the full amount at once.
Lunio allows you to record partial payments so you can:
- See how much has been paid
- Track the remaining balance
- Keep your invoice status accurate
When multiple payments are recorded, Lunio will automatically calculate the remaining amount due.
Viewing all payments in one place
Instead of opening each invoice individually, Lunio provides a dedicated Payments page where you can view everything at a glance.
From the Payments page, you can:
- See all recorded payments across your invoices
- View outstanding balances
- Quickly identify unpaid or partially paid invoices
- Track your incoming cash flow in one place
This makes it much easier to stay organized and saves time when managing multiple clients and invoices.
Viewing payment history per invoice
Each invoice in Lunio also keeps a detailed record of all payments made.
You can view:
- Payment amounts
- Payment dates
- Total paid vs remaining balance
This gives you a clear history for both you and your client.
Tips for staying organized
Here are a few simple tips to make payment tracking easier:
- Record payments as soon as you receive them
- Check your Payments page regularly for outstanding balances
- Follow up with clients on overdue invoices
- Use clear due dates when creating invoices
Staying consistent with tracking will save you time and stress later.
Final thoughts
Tracking payments doesn’t have to be complicated. With Lunio, you can easily record payments, monitor invoice statuses, and manage all your payments from a single place.
The more consistently you track payments, the better your financial visibility will be.