Record an Invoice Payment

Before you start

Verify the payment against your bank or cash records.

Open Payments

Dashboard → Sales → Invoices

Navigate to the relevant workspace area.

Open the invoice

Open the invoice. Review the information shown before continuing to the next step.

Select Record Payment

Select Record Payment. Review the information shown before continuing to the next step.

Enter amount, date, method and reference

Enter amount, date, method and reference. Review the information shown before continuing to the next step.

Confirm currency details when shown

Confirm currency details when shown. Review the information shown before continuing to the next step.

Save and verify the new balance

Save and verify the new balance. Review the information shown before continuing to the next step.