# Record a Payment

Recording customer payments ensures your receivables stay accurate and up to date. By entering payments as they are received, you can track outstanding balances, reconcile accounts, and maintain a clear financial picture of cash flow across your business.

To record a payment:

1. Select **+ New**.
2. In **Customer**, select **Payment**.
3. Fill in the payment details:
   * **Customer**
   * **Transaction Date**
   * **Posting Period**
   * **No.** (payment reference number)
   * **Payment Method** (Direct Deposit, Paper Check, Record Only)
   * **To Account** (Cash, Operating Bank Account)
4. Select **Open Invoices** and check one or more options. Then, select **Add**.
5. (Optional) Upload supporting files by clicking or dragging them into the upload area.
6. Select **Save** to complete the process.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FJhkFbAkmdfY6NKBBrQf8%2Fadd%20payments%20crewcost.gif?alt=media&#x26;token=e0da09f7-5574-4a94-98a6-f73b139f3244" alt=""><figcaption></figcaption></figure>

With your payment recorded, your receivables stay accurate and your financial records remain clean and fully up to date.

### See more

Keep exploring our platform by taking the next step:

* [Create an Invoice:](https://docs.crewcost.com/documentation/daily-workflows/accounts-receivable/create-an-invoice) Learn how to create invoices to connect customer details, products, and payment terms into a single document.
* [Add Products: ](https://docs.crewcost.com/documentation/daily-workflows/accounts-receivable/add-products)Learn how to provide essential information, including the product name, cost, and sales price.