When receiving a customer payment, you can either receive against an invoice unrelated to an invoice.

RECEIVING PAYMENT AGAINST AN INVOICE

SINGLE PAYMENT

• Open the invoice (Sales - Invoices) and click "Settled" on the selector.

 

• On page 2, choose your bank and add further details if required.
• Apply partial payment by editing the payment amount on page 2:

For payment on account, prepayments or payments that settle several invoices, proceed to "Sales Receipts".

DELETING A PAYMENT

• Open the invoice and proceed to page 2
• Highlight the payment line
• Click "cancel selected payment" and confirm

This action will also delete the bank deposit if relevant.

 

RECEIVING PAYMENT WITHOUT AN INVOICE

To receive a payment that is unrelated to an invoice, create a Sales Receipt (Sales - More - Sales Receipts - New Sales Receipt).

For more information about sales receipts, see Sales Receipts 

 

RECEIVING PREPAYMENT AGAINST AN INVOICE

Create a New Sales Receipt for your pre-payment using the template "Prepayment from a Customer". VAT or Sales Tax can be added and the income will be posted into your balance sheet liabilities until you apply this payment to an invoice. Taxes as well as prepaid income liability will be reversed with the payment application to the invoice.

When the customer gets the invoice, the sales receipt can be applied to the invoice in Receive Customer Payment (Sales - More - Customer Payments - Receive Customer Payment) . If this was a partial prepayment only, and the customer still owes on the invoice, you can later apply payment on page 2 of said invoice for the remaining amount.

Please note: Prepayment receipts cannot be split and must be applied all at once, which means the invoice amount must be equal or exceed the sales receipt one. To apply the sales receipt to more than one invoice, instead use category "Customer Payment for Invoice" as this allows the sales receipt to be dispatched on several invoices, no matter what the amount is, until it's depleted.

RECEIVING PAYMENT AGAINST MULTIPLE INVOICES

If you receive a payment for multiple invoices, please create a New Sales Receipt using the receipt category "Customer Payment for Invoice" to register the amount received.

Use Receive Customer Payment to allocate your payment deposit. In there, mark the first invoice, click "allocate payment deposit", select the receipt and confirm with "select", then mark your next invoice to be allocated to the same payment deposit. Save all by clicking "Done".