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.

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

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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

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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 

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