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.
Updated on: 01/04/2024
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