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How Do Payments and Payment Requests Work in Albi Projects?

This article explains how payments work in Albi, including manual payments and payment requests sent through Albi Pay. It also covers how payments are applied to invoices and tracked through each stage.

How to Add a Payment

  1. Click Add Payment.

  2. Choose whether to Add Payment or Request Payment.
  3. If adding manually, fill out:
    • Payment Date
    • Amount Received
    • Payment Reference Number
    • Payment Memo (optional)

 

Applying Payments to Invoices

You can apply the payment to an outstanding transaction by selecting:

  • Invoice number
  • Invoice status
  • Due date
  • Original balance
  • Amount paid
  • Remaining balance

After saving, the payment will appear under the Payments section and update the invoice status and outstanding balances.

 

If you click Request Payment from the Payments section, a form will open where you can enter the reference number, requested amount, and optionally link the request to a specific invoice. This allows you to send a payment request directly to the customer through Albi. 

📘 Note: This option only appears if Albi Pay is set up for your company.

 

Once the request is submitted, the Albi Pay payment goes through four stages:

  1. Payment Requested – The customer receives the payment request link.
  2. Payment Submitted – The customer enters their payment details and submits the payment.
  3. Processing – The transaction is being verified and transferred.
  4. Success – The payment clears and the funds are deposited into your Albi-connected account.