> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/daily-workflows/accounts-receivable/record-a-payment.md).

# 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="/files/S4fTUj62FKWJsmWhnTq0" 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:](/documentation/daily-workflows/accounts-receivable/create-an-invoice.md) Learn how to create invoices to connect customer details, products, and payment terms into a single document.
* [Add Products: ](/documentation/daily-workflows/accounts-receivable/add-products.md)Learn how to provide essential information, including the product name, cost, and sales price.


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