Recording a Part Payment
To record a part payment:
Navigate to the Billing menu located on the left side of the screen.
In the All invoices page click on the invoice that you want to record the payment for.
Once the invoice is opened, click on Record a new payment.
Inputs while recording a payment
In the pop-up, the invoice amount is pre-filled.
To record a partial payment, enter the amount that you have received in the Amount Received tab. The remaining balance will be highlighted in red below.
Next, select the Payment mode from the drop-down options. You can also Add Payment modes
By default, the Payment date will be the same as the date you record the payment. However, you can change the Payment date by clicking on the Calendar icon.
Enter the Transaction ID if the payment is made by Cheque, Debit or Credit card.
Lastly, in the Payment notes, you can add a note that will be displayed on the reciept.
Note: The invoice will display both the amount paid and the amount due from the customer.
🔄 Sync with accounting systems: payments recorded automatically sync with your accounting system if integrated.
Navigate to the Billing menu located on the left side of the screen.
In the All invoices page click on the invoice that you want to record the payment for.
Once the invoice is opened, click on Record a new payment.
Inputs while recording a payment
In the pop-up, the invoice amount is pre-filled.
To record a partial payment, enter the amount that you have received in the Amount Received tab. The remaining balance will be highlighted in red below.
Next, select the Payment mode from the drop-down options. You can also Add Payment modes
By default, the Payment date will be the same as the date you record the payment. However, you can change the Payment date by clicking on the Calendar icon.
Enter the Transaction ID if the payment is made by Cheque, Debit or Credit card.
Lastly, in the Payment notes, you can add a note that will be displayed on the reciept.
Note: The invoice will display both the amount paid and the amount due from the customer.
🔄 Sync with accounting systems: payments recorded automatically sync with your accounting system if integrated.
Updated on: 01/04/2024
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