Recording a Payment
Record your payments in three easy steps:
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 amount received is pre-filled with the invoice amount. You can also record part payments.
Select the payment mode from the drop-down options. You can also add additional payment modes.
The payment date by default would be the date you’re recording the payment. You can also change the payment date by clicking on the calendar icon.
Optionally, 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 receipt.
💡Now, you can save payment records and send receipts later. Simply uncheck the 'Email receipt' button and click 'Record payment' to send receipts at your convenience.
🔄 Sync with accounting systems: payments recorded automatically sync with your accounting system if integrated.
Installment plans
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 amount received is pre-filled with the invoice amount. You can also record part payments.
Select the payment mode from the drop-down options. You can also add additional payment modes.
The payment date by default would be the date you’re recording the payment. You can also change the payment date by clicking on the calendar icon.
Optionally, 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 receipt.
💡Now, you can save payment records and send receipts later. Simply uncheck the 'Email receipt' button and click 'Record payment' to send receipts at your convenience.
🔄 Sync with accounting systems: payments recorded automatically sync with your accounting system if integrated.
Up next
Installment plans
Updated on: 28/06/2024
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