Sales3 min read

Record a Customer Payment

Record when a customer pays to keep receivables accurate.

Recording payment from an invoice

  1. 1Open the invoice you want to mark as paid
  2. 2Click Receive Payment
  3. 3Enter the Payment Date and Amount received
  4. 4Select the Bank or Cash Account the payment was deposited into
  5. 5Click Save

If a customer pays partially, enter only the amount received. The invoice shows as partially paid, and you can record further payments against it later.

Recording a bulk payment

If a customer pays multiple invoices at once, use Sales → Customer Payments.

  1. 1Go to Sales → Customer Payments → New Payment
  2. 2Select the Customer
  3. 3All outstanding invoices are listed, tick the ones being paid
  4. 4Enter the Bank/Cash Account and click Save

Viewing aged receivables

Go to Reports → Aged Receivables to see who owes you money and for how long. Balances are grouped by age: 0–30 days, 31–60 days, 61–90 days, and 90+ days.

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