Recording Payments

Keep accurate payment records to track your cash flow.

Recording a Payment

1. Open the invoice you received payment for
2. Click Record Payment
3. Enter:
   • Payment amount
   • Payment date
   • Payment method
   • Reference number (optional)
4. Click Save Payment

Partial Payments

If a customer makes a partial payment:

1. Record the amount received
2. The invoice status changes to Partially Paid
3. The remaining balance is displayed

Payment Methods

You can record payments received via:

• Bank transfer
• Cash
• Check
• Credit card
• Online payment

Viewing Payment History

All payments are tracked in:

• The invoice detail page
• The customer's payment history
• The Payments report