How to add a new customer payment?

2 months ago
help_content
1 minute

To add a new customer payment, please follow these steps:

  1. Go to “Sales” and then “Invoice.”
  2. Click on the corresponding Invoice.
  3. Click on “New Payment.”
  4. Confirm that the payment amount is equal to the total amount. You can enter a lower amount; in that case, the invoice will be marked as “Partially Paid.”
  5. Choose a payment method from the dropdown list. If you want to add a new payment method, see: Settings => Finance => Payment Methods. For Checks and LCN (Bill of exchange), you will need to fill in the document information. You have the option to select a due date in the future and to choose the status “Pending.” The invoice will remain marked as “Unpaid” until you change the status to “Paid.”
  6. Click on “Save.”