Record a payment against a sales invoice
When your customer pays their invoice, you need to record this. This marks the invoice as paid and helps you keep track of any outstanding values. You can record the payment from within the relevant invoice.
- Go to Sales Invoices then click the invoice you want to record the payment against.
If you can’t find the invoice, check the date range includes the date of the invoice and click the All or Outstanding tabs.
- Click Record Payment then enter the following information:
|Amount Received||Enter the amount the customer has paid.|
|Discount Given||If you gave your customer a discount, enter the value here.|
|Outstanding Balance||This value calculates automatically based on how much they paid and any discount.|
|Paid into Bank Account||Click the bank account you want to pay the money into.|
|Method||Click the required payment method.|
|Date Received||Enter the date of the payment.|
|Reference (optional)||Enter a reference or the cheque number for the payment.|
- Click Save.
You’ve successfully recorded the payment and the invoice status shows as Paid or Part Paid.