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Enter Payment for an Invoice

There are three different ways to enter a payment for an invoice.

 

  1. Payment to a single invoice through Transactions
  2. Payment to multiple invoices through Transactions
  3. Payment to invoice through People

 

 

Payment to a single invoice through Transactions

 

1. Go to Transactions and click Invoices.

 

 

 

 

 

2. Select the Invoice Number for which you received the payment.

 

3. Go to Receive Payment section on the Invoice detail page.

 

4. Verify the Amount Received.

Please note Amount Received is the total amount as on the invoice. If you have received a different amount, you can edit it here.

 

5. Select the Date when payment was received.

 

6. Select the bank in which payment was deposited in Paid Into.

 

7. Select the Payment Method.

 

8. Enter Reference if any.

Please note If a payment is received through a check, you can enter the Check Number in Reference.

 

9. Click Done.

 

 

 

Credit Adjustment

If there's a credit available for your customer and he is using it against this invoice, you can use it through Credit Adjustment.

 

 

 

 

Payment to multiple invoices through Transactions

 

1. Go to Transactions and click Invoices.

 

 

 

 

2. Select all the Invoices you received the payments for.

 

 

 

3. Click Receive Payment.

 

4. A new pop-up window, Receive Payment, will appear.

 

5. Enter Reference if any.

 

6. Select the date payment was received in Date Received.

 

7. Choose the bank account in Paid Into.

 

8. Check the Amount Received.

Please note Amount Received is the total amount as on an invoice. If you have received a different amount, you can edit it.

 

9. Click Done.

 

 

 

Please note

  • If the payments are deposited into the same bank account or if you have a common note for all invoices for the invoices, you can enter it in Paid Into and Reference in the top fields. This will fill up the sections below with the option to edit the fields if needed.
  • If a payment is received through a check, you can enter the details or the check number in Reference.

 

 

 

Payment to invoice through People

 

1. Go to People and click Customers.

 

 

 

2. Select the Customer from whom you received the payments.

 

3. Click Receive Payments.

 

 

 

4. Clicking Receive Payments will take you to a page with a list of outstanding invoices.

 

5. Select the date payment received in Date Paid.

 

6. Select the bank account in Paid Into.

 

7. Enter Reference if any.

 

8. Enter the Amount received.

 

 

 

9. Click Done.

 

 

 

 

Entering an Overpayment to an Invoice

If you have received an overpayment for an invoice, take the following steps:

  1. Pay the invoice in full as Amount Due.
  2. Put down the full amount in Comment section.
  3. Create a Credit Memo.

 

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