Record a Customer Payment

Step-by-Step: Record a Payment

1. 1

   Go to Revenue → Invoices.

2. 2

   Find the invoice that was paid.

3. 3

   Click the Actions menu (three dots) on the invoice row.

4. 4

   Select Record Payment.

5. 5

   Enter the amount received.

6. 6

   Set the payment date (the date the money arrived).

7. 7

   Select the payment method (bank transfer, cash, etc.).

8. 8

   Optionally add a reference number from your bank statement.

9. 9

   Click Save Payment.

10. 10

    The invoice status updates to Paid (full payment) or Partial (partial payment).

11. 11

    The customer balance and your dashboard metrics update automatically.