Payments
The Payments module allows you to record and track all payments received from your customers. Access payments from the Payments menu in the sidebar.
Recording a Payment
To record a new payment, click the Add New button on the Payments page:
Payment Details:
- Payment Number - Auto-generated unique payment number
- Payment Date - Date the payment was received
- Invoice - Link payment to a specific invoice
- Customer - Customer who made the payment
- Amount - Payment amount received
- Payment Method - Select the payment method (Cash, Bank Transfer, Credit Card, etc.)
- Notes - Add any notes about the payment
Managing Payments
From the payments list page, you can:
- View - Open payment details with full summary
- Edit - Modify payment details
- Delete - Remove a payment record
- Download PDF - Download payment receipt as PDF
- Send Email - Send payment confirmation to customer
Payment from Invoice
You can also record payments directly from an invoice:
- Open the invoice
- Click Record Payment
- The invoice and customer details are auto-filled
- Enter the payment amount and method
- Save the payment
TIP
When a payment is recorded against an invoice, the invoice status automatically updates to Partially Paid or Paid based on the total amount received.