Record a customer payment
The customer's payment is recorded and allocated to their invoices, in full or in part.
Before you start
- A sales invoice with the status Unpaid, Partially paid or Overdue.
- An active cash or bank account.
- Access to receive sales payments.
Steps
Step 1: Click Record payment on the invoice
Open the invoice and click Record payment in the bottom bar. The receipt form opens for this invoice's customer.
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The sales invoice detail page with the Record payment button.
Step 2: Choose the account and amount
Fill in the Payment date and choose the Cash or bank account. Under Payment source, choose Invoice settlement. In Unpaid invoices, enter the Payment amount; enter less than the balance for a part payment.
Screenshot coming soon
The payment receipt form with the bank account, payment source and the allocation to invoices.
Step 3: Click Save payment
Finday opens the receipt page with its PAY number and updates the invoice's status.
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The payment receipt detail page with its PAY number and the invoice it settled.
When you are done
- The receipt gets a PAY number and the cash or bank balance goes up.
- The invoice becomes Paid, or Partially paid when not paid in full.
- Receipts can also be matched from the bank statement in Cash & Bank › Reconciliation.
Common problems
One transfer pays several invoices
In Unpaid invoices, enter the Payment amount for each invoice. They must share one currency. Total allocation shows the sum.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.