Payments received

A payment records money received from a customer and settles one or more invoices. Record it from the invoice when you know which invoice it pays, or from Sales → Payments when one transfer covers several invoices.

Record a payment against an invoice

1. Open the invoice (status Sent or Partially Paid) and select Record Payment.
2. Enter the amount — the full balance is proposed; a smaller amount records a partial payment.
3. Set the payment date, the method (Cash, Bank Transfer, Card, Other) and a reference such as the bank transaction ID or cheque number.
4. Choose the cash or bank account the money went into (defaults to Cash for cash, Bank for the others).
5. Select Save.

The invoice becomes Partially Paid or Paid. An amount larger than the balance is rejected — record the extra as a standalone payment instead.

Accounting effect

Debit 1200 Cash / 1210 Bank (or the account you chose) · Credit 1100 Accounts Receivable.

Record a payment for several invoices

1. Open Sales → Payments and select Record Payment.
2. Pick the customer, enter the total amount, date, method and reference.
3. Allocate the amount across the customer’s open invoices — oldest first is proposed. Any remainder stays as unapplied credit on the customer.
4. Select Save.

Unapplied credit and credit notes

A customer page shows a banner when money is waiting to be applied — from a standalone payment or a confirmed credit note. Select Apply credit to net it against open invoices.

Receipts

Every payment has a receipt PDF — open the payment’s actions and select Download Receipt. Receipts use the Receipt print template.

Delete a payment

Deleting a payment (permission payments.delete, owners and admins by default) reverses its ledger entry and reopens the invoices it settled — balances and statuses are restored in the same step. Use it for a payment recorded by mistake; a bounced payment is better recorded as a new negative event by deleting and re-recording when the money actually arrives.

Related

Receivables and aging

Bank reconciliationMatch payments to your bank statement.

Supplier payments