Record Invoice Payments

Quick links:

• Record Payment quick entry

• Record Payment detailed

Related Pages:

• Using the filter

• Adjusting the grid

• Exporting the grid

Record Payment quick entry

1. Use the Search Filter to help find the Invoice for which you are recording a payment

2. Enter the Received Date

   1. If the Received Date is today, entering a period (.) will auto-fill this field

3. Enter the Received Amount to be recorded

   1. This can be a partial payment or the full amount of the invoice.

4. Click the Save Button

5. Once an Invoice has had the Full amount recorded as paid the line will be removed from this screen

   1. To View fully paid invoices use the Search Filter and set Paid = True

Record Payment detailed

1. Use the Search Filter to help find the Invoice for which you are recording a payment

2. Click on the required Invoice Number to open up the payment modal

3. The Left Hand Side will show details of the Invoice and Outstanding Amount

4. The Right Hand Side will list individual payments made against this Invoice

5. Click on the Green Plus button to add a new line

   1. Fill in the Received Date, Received Amount and Payment Reference

6. To remove an incorrectly entered line, select a Line and click on the Red Minus button to remove the selected payment

7. Click the Save Button to save the changes

8. Click the Close button to close the Modal