Record payment of a sales invoice

When your customer pays their invoice, you need to record this. This marks the invoice as paid and helps you keep track of any outstanding values. You can record the payment from within the relevant invoice.

To record a payment:

  1. Go to Sales.
  2. Select the invoice you want to record the payment against. If you cannot find the invoice, verify that the date range includes the date of the invoice, and click the All tab or the Outstanding tab.
  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:
    4. Note:

    If you click Turn on Card Payments, the Stripe - Card Payments page will open, where you can set up a Stripe account.

    Amount Received *

    Enter the amount your customer has paid.

    Remaining Balance.

    This value is calculated based on how much they paid and any discount.

    Discount

    If a discount was given, enter the amount.

    Payment Date

    Enter the date of the payment.

     

    Paid into *

    Choose the bank account you want to pay the money into.

    Method * 

    Specify the payment method.

    Your Reference (optional)

    Enter a reference or the check number for the payment.

    * Indicates a required field.

  4. Click Save.