How to record a customer payment

Record money received against a customer invoice balance.

Where to start

Invoices > An invoice list > Edit Invoice > Receiving

Steps

1. Locate the intended customer invoice and review its current total, receiving and remaining amount.
2. Open its receiving action with an account permitted to record a collection.
3. Enter the amount actually received and the applicable payment information.
4. Save once and check the updated receiving and balance before entering another payment.
5. For a sample invoice of 2,400 with no other adjustments, receiving of 1,500 leaves 900. A later collection is another payment against the balance, not a second sale of the same goods.

Example

Receive Rs 300 against Rs 500 left; the remaining balance becomes Rs 200.

Before you finish

Use actual received money. Receive Subtotal is a shortcut that assumes that amount was received.