This section describes how to record payments against invoices displayed on the Invoices & Payment tab.

 

Two types of payment can be recorded:-

 

1.

The customer has made a payment against the invoice. You can record the amount and date plus extra details such as the method of payment.

 

2.

You have given the customer a credit note and you want to use the credit to reduce or settle the amount outstanding on the invoice.

 

Note: Payments can also be made against invoices on the Customers & Statements tab.

 

For more information, see:

 

Recording a payment

Using credits against an outstanding invoice.

 

 

 

Recording a Payment

 

Make sure the Invoices & Payments tab is selected as shown below.

 

Select the invoice for which you wish to record a payment.

 

partpaymentnvoice

 

Press the Record button to show the Record Invoice Payment Form.

 

recordpayment

 

Note: When the Record Invoice Payment form is displayed, the payment amount is defaulted to be sufficient to completely pay off the invoice.

 

Then, if the customer has made a payment against the invoice, edit the payment amount if desired and choose a payment date then press OK.

 

The Invoice Summary at the bottom of the Invoices & Payments tab then updates to show the payment details. The invoice will still be marked as unpaid if the total amount has not been paid.

 

 

 

Using Credits against an Invoice

 

Make sure the Invoices & Payments tab is selected as shown below.

 

Select the invoice for which you wish to record a payment.

 

partpaymentnvoice

 

Press the Record button to show the Record Invoice Payment Form.

 

creditpayment

 

If there are credit notes with credit remaining, the Credit Note button will be enabled, press the button to display the Allocate Credit Notes form.

 

allocatecredit

 

Select the credit note you want use the credit from.

 

Enter the amount of credit you want to take and press the Add Credit button.

 

If needed, repeat the above to take credit from a number of credit notes to settle the invoice.

 

Press OK to save the payment details.

 

The Invoice Summary at the bottom of the Invoices & Payments tab then updates to show the payment details. The invoice will still be marked as unpaid if the total amount has not been paid.

 

 

See Also