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.
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.
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.
Check the Payment Amount and Paid 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. It’s optional.
Click Record $X Payment. The button shows the amount you’re recording.
The Mark as paid dialog with Payment Amount, Paid Date, Payment Method set to Zelle, Reference, and Payment Memo
The row changes to Paid, and its button now reads Update in case you need to correct anything later. 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.
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 amount on the request. If you want to collect a job in pieces, bill 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 Update on the row to correct it. See What Your Payment Milestone Statuses Mean for what you can and can’t change.