Sales payments

Every payment received on sales invoices in one list, with a quick way to record a new one against any unpaid invoice.

Steps

Search by document, customer or reference, pick a date range and filter by Method.
Read the totals bar: Total, number of Payments and the top payment methods.
Click a row to open its invoice.
To collect money click “Record payment”, choose the Document (only invoices with a balance are listed), check Amount, Method, Date and Reference, then “Save payment”.
Use Export for a PDF report or CSV.

With “Custom payment account” on in Settings, a cash or bank payment can go to any account you pick (search, filter by type, or open a new one) instead of Cash or Bank. Leave it on the default to keep using Cash or Bank.
The amount defaults to the invoice balance and cannot exceed it (“Cannot exceed the balance”). Enter less for a partial payment.
The payment is added to the invoice, so its status updates to Partially paid or Paid. “Undo” in the notification removes it.
To correct or delete a payment, open the invoice and edit its “Payments received” rows.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Sales module. Learn more

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