Sales
Recording customer payments
Match an incoming payment to one or more invoices and update your bank balance.
4 min read
When a customer pays, you record a receipt. The receipt reduces the Accounts Receivable balance for that customer and increases your bank or cash account.
- 1Go to Sales → Receive Payment and click New.
- 2Select the customer. Their outstanding invoices appear automatically.
- 3Select the invoices being paid. Partial payment is allowed — you can split an amount across multiple invoices.
- 4Choose the bank account the funds were received into and enter the payment date.
- 5Confirm the receipt. The invoice status changes to Paid or Partially Paid.
If a customer overpays, the excess is held as a credit on their account and can be applied to a future invoice.