Record a Payment
How to record a customer payment and allocate it to an invoice.
Overview
When a customer pays an invoice, you record the payment in Tetri Copilot. This updates the invoice status and keeps your accounts receivable accurate. You can record a full payment or a partial payment.
How to Record a Payment
- 1
Go to Revenue → Invoices.
- 2
Find the invoice you want to mark as paid.
- 3
Click the Actions menu on the invoice row.
- 4
Select Record Payment.
- 5
A dialog box opens.
- 6
Enter the amount received.
- 7
Select the payment method (bank transfer, cash, cheque, etc.).
- 8
Enter the payment date.
- 9
Optionally add a reference (e.g., bank transaction reference).
- 10
Click Save Payment.
- 11
The invoice status updates to Paid (if fully paid) or Partial (if a partial payment).
Payment Fields
| Field | Required | Description |
|---|---|---|
Amount | The amount received from the customer. Can be the full invoice amount or a partial amount. | |
Payment Date | The date the payment was received. | |
Payment Method | — | How the customer paid. |
Reference | — | An optional payment reference for your records (e.g., bank reference number). |
Notes | — | Any additional notes about this payment. |
Tip
You can also record payments from Revenue → Payments. This is useful when you want to enter payments in bulk before allocating them to specific invoices.
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