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This section describes how to record payments against invoices
displayed on the Customers & Statements tab.
Two types of payment can be recorded:-
| 1.
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The customer has made a payment against the invoice. You can
record the amount and date. |
| 2.
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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. |
For more
information, see:
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·
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Using credits
against an outstanding invoice. |
Recording a
Payment
Make sure the Customers & Statements tab is selected as
shown below.
Select the Statement tab at the bottom of the view to show the customer statement.
Select the invoice for which you wish to record a payment.
Press the Record button
to show the Record Invoice Payment Form.
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.
Using Credits against
an Invoice
Make sure the Customers & Statements tab is selected as
shown below.
Select the Statement tab at the bottom of the view to show the customer statement.
Select the invoice for which you wish to record a payment.
Press the Record button
to show the Record Invoice Payment Form.
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.
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.
See Also
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