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Record a Payment

When a customer pays, record it to keep your books accurate and invoices current.

Steps​

1. Find the Invoice​

Go to Invoicing and find the invoice that's being paid.

Or go to Payments → Record Payment.

2. Click Record Payment​

From the invoice, click Record Payment or Add Payment.

3. Enter Payment Details​

  • Amount - How much was paid
  • Date - When the payment was received
  • Payment method - Cash, bank transfer, mobile money, etc.
  • Reference (optional) - Transaction ID, cheque number, etc.
  • Notes (optional) - Any additional details

4. Confirm​

Click Save or Record to log the payment.

What Happens Next​

  • Invoice status updates (Paid, Partial, etc.)
  • Customer balance adjusts
  • Payment appears in reports

Partial Payments​

If a customer pays less than the full amount:

  1. Enter the amount they paid
  2. Invoice status changes to Partial
  3. Remaining balance shows on the invoice
  4. Repeat when they pay more

Overpayments​

If a customer pays more than owed:

  • Record the full amount received
  • The overpayment becomes credit
  • Apply credit to future invoices

Payment Without an Invoice​

For payments not linked to a specific invoice:

  1. Go to Payments → Record Payment
  2. Select the customer
  3. Enter payment details
  4. Choose to apply to oldest invoices or leave as credit

Tips​

  • Record payments immediately to stay accurate
  • Always include a reference for bank payments
  • Use notes for context (e.g., "Paid via M-Pesa, customer name: John")