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.

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

See more

To understand more about payments, you can check:

• Create an Invoice: Learn how to create Invoices to connect customer details, products, and payment terms into a single document.

• Add Products: Learn how to provide essential information, including the product name, cost, and sales price.