Keeping your invoice records accurate is simple in Shine. You can easily match incoming payments with your invoices — or register them manually if needed.

Invoice Status Overview

Each invoice in Shine shows a clear payment status, so you always know what’s pending or completed:

• Unpaid – the invoice has been created but no payment is registered yet.
• Due – the payment deadline has passed.
• Partially paid – the invoice is only partially paid.
• Paid – the payment has been received and registered.

These statuses update automatically once a payment is matched or registered.

Match Existing Transactions

The easiest way to record a payment is by matching an existing bank transaction.

This ensures your records stay consistent and your connected bank data remains up to date.

1. Open the invoice that has been paid.
2. Click Register payment.
3. Choose From existing bank transactions.
4. Select the correct transaction from the list.
5. Check the amount and date, then click Confirm.

Once matched, the invoice status will automatically update to Paid.

Register a Payment Manually

If the payment was made outside of your connected bank account (e.g. via cash), you can record it manually:

1. Open the invoice.
2. Click Register payment.
3. Select the Account where the payment was received (e.g. Bank or Cash).
4. Enter the Payment date and Amount.
5. If needed: Enable Partial/Overpayment if the customer paid only part of the total or more than the total.
6. Click Register to confirm.

Shine will automatically update the invoice status based on your input.

Currency and Conversion

If a payment is received in a different currency, Shine will automatically show an estimated conversion (e.g. €2406.91 = £2092.82) to keep your records accurate.

Multiple Invoices per Payment

If one transaction covers several invoices, you can use the Register multiple invoices option at the bottom of the payment window.

This allows you to split the payment across multiple open invoices.

Good to Know

• If you made a mistake when registering a payment, you can remove (void) it directly from the payment view by clicking on the payment.
• Status updates appear instantly in your invoice overview.
• Bank transactions may take a few hours to appear if your account is connected.