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

Two types of payment can be recorded:-

For more information, see:

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.

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.

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.

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.

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