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Record a payment against a sales invoice

When your customer pays their invoice, you can record the payment. This marks the invoice as paid and helps you keep track of any outstanding values.

You can open the invoice to record the payment.

You can also record a payment to an invoice from the Customer Receipt option. This option is particularly useful if the customer sends one payment which covers multiple invoices. You can allocate the payment to more than one invoice at the same time. If they send an overpayment, you can also record the remaining amount as a payment on account.

  • 1. Go to Sales, Sales Invoices.
  • 2. Click the invoice you want to record a payment against.
  • 3. Click Take Card Payment (if you are using Stripe)/Turn on Card Payments (if you are not using Stripe but want to start) or Record Payment and enter the following information:
  • Indicates a required field.
Amount Received * Enter the amount your customer has paid towards this invoice.
Paid into Bank Account * Choose the bank account you want to pay the money into.
Method * Specify the payment method.
Date Received Enter the date of the payment.
Your Reference (optional) Enter a reference or the check number for the payment.

You can’t pay more than the total outstanding value of the invoice. If you need to record an overpayment, record a small discount, or receive payment for multiple invoices at once, use the Customer Receipt option instead.

  • 4. Click Save.

You’ve successfully entered a payment for the invoice. The amount paid appears on the invoice, and if the customer hasn’t paid the full amount, the remaining amount appears next to Amount Outstanding. To view the customer account and the transactions associated with it, click the value next to Amount Paid.