Every payment you ask for, whether it’s a milestone or an invoice you built by hand, shows up as a row in the Income list, and that row’s status tells you where the money is. Your client can pay online, or pay you directly by Zelle, check, or cash and have you record it. This article covers both, what each status means, and where to see every payment in one place.
Where Your Payments Live
For one project: open the project and click the Finances tab. The Income list shows every milestone payment request and manual invoice for that job.
For every project at once: click Finances in the left-hand navigation, then Income. It’s the same list across all your jobs, with filters for status, source (Milestone or Manual Invoice), tags, and date range. (On Enterprise plans, the list sits under the Transactions tab.)
The Income list on the Finances page, with Status, Received, and Payment Method columns and a Mark as paid button on each row
What Each Status Means
Draft — nothing has gone to your client yet.
Request sent — the payment request or invoice has been sent to your client.
Client viewed — your client has opened it.
Payment processing — your client has started paying, but the money hasn’t landed yet. That’s either an online payment that’s still settling, or a Zelle or check payment your client told Eano they sent, which is waiting for you to confirm.
Incomplete — you’ve recorded some of the money, but not all of it. The Received column shows how much is in.
Paid — the money’s in, whether it settled online or you recorded it yourself.
Past due — a manual invoice has passed its due date without being paid in full. This wins over Incomplete, so a partly paid invoice that’s overdue reads Past due.
Failed payment — an online payment didn’t go through.
Voided — the invoice was voided.
The big one to remember: Payment processing isn’t money in your account yet. For more on that, see What Your Payment Milestone Statuses Mean.
Getting Paid Online
If you’ve turned on online payments, your client can pay by bank transfer (ACH) or credit card right from their client portal, with no checks to chase and nothing for you to type in. Setup lives under Settings → Finances; see How to Set Up Stripe in Eano.
Here’s how it plays out:
Your client pays from the link in their email or text, or from their client portal.
The row switches to Payment processing while the payment settles. Bank transfers take longer than cards.
Once it settles, the row flips to Paid on its own, with nothing for you to do.
Online payments are recorded automatically, so the row can’t be edited by hand afterward. That keeps your records matching what actually moved through the payment processor.
Recording a Payment Your Client Made Directly
When your client pays you outside Eano, by Zelle, check, cash, or anything else, you record it yourself:
Find the row in the Income list and click Mark as paid.
Enter the amount you received in Price. The box shows how much is still owed, and you can record less than that if your client paid only part of it. Then check the Payment Date.
Pick the Payment Method. For methods that carry a number, such as a check number or a Zelle confirmation number, a Reference box appears next to it.
Add a Payment Memo if you want an internal note, and a photo of the check or a remittance PDF under Attachments. Both are optional.
Click Record $X Payment. The button shows the amount you’re recording.
The payment dialog with Price, Payment Date, Payment Method set to Check, Reference, Payment Memo, and Attachments
If that covers the whole amount, the row changes to Paid. If it covers only part, the row reads Incomplete and its button changes to Add payment, so you can record the rest when it arrives. Either way, click the arrow at the left of the row to see each payment on its own line, and click a payment to edit or delete it. For the full walkthrough, see When Your Client Pays Part of an Invoice. For the details on methods and reference numbers, see Recording Check Numbers and Payment Notes.
Only mark something paid once the money has actually arrived. It’s worth a quick check of your bank account before you click.
If you sync to QuickBooks, a payment you record this way goes into Undeposited Funds there until it’s deposited. If the money is already in your bank, check This payment has already been deposited into your bank account under the payment method and choose the account under Deposit to. The QuickBooks Integration Guide explains how this works.
Passing Card Fees to Your Client
If you’d rather not absorb the processing fee on card payments, you can pass it along to clients who choose to pay by card. It’s a toggle when you create a manual invoice (click + New Invoice on the Finances page), and the invoice shows your client the fee before they pay. Card fees run around 3%. See Credit Card Fees and Refunds for how it works.
A Few Things Worth Knowing
Bank transfers settle slower than cards. A few days in Payment processing is normal for ACH.
A client-reported Zelle or check payment waits on you. When your client tells Eano they’ve paid by Zelle or check, the row moves to Payment processing, not Paid. You confirm it once the money shows up.
The Payment Method column on the Income list shows how each payment came in, so you can scan for, say, every Zelle payment at a glance.
Need it in a spreadsheet? Export Income Data at the top of the Income list downloads your income records.
Frequently Asked Questions
Where’s my transaction history? There isn’t a separate page by that name. The Income list under Finances in the left-hand navigation is your full payment history across every project. Filter it by status, source, or date range, and use Export Income Data to pull it into a spreadsheet.
Did my payment request actually go out to the client? Check the row’s status. Draft means it hasn’t been sent. Request sent means it went out, and Client viewed means your client has opened it.
How do I see whether a client paid me by Zelle? Look at the Payment Method column in the Income list, or open the row. If the payment was recorded as Zelle, it’ll say so there, along with any confirmation number in the Reference.
How long does a Zelle payment take to process? Zelle moves money directly between banks, not through Eano, so the timing is up to your bank. The row stays in Payment processing until you confirm the money has arrived.
Can a client pay just part of an invoice? Not online. When your client pays online, they pay the whole remaining balance. But if they pay you part of it directly, say a smaller check, record what they paid and Eano keeps track of the balance. See When Your Client Pays Part of an Invoice. If you want to bill a job in planned pieces instead, send each piece as its own request with progress payments. See Billing Partial Progress Against a Milestone.
I marked something paid by mistake. Can I fix it? Yes. Click the arrow at the left of the row to show its payments, then click the payment (or use its ••• menu) to Edit or Delete it. Payments made online through Eano can’t be changed. See What Your Payment Milestone Statuses Mean for what you can and can’t change.