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.
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Updated on: 28/06/2024
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