Sales
To add payment to an unpaid or partially-paid invoice
- Select “Sales” from the navigation menu.
- Click “Manage Invoices”.
- Select the invoice you wish to add a payment to.
- Click the button “Add Payment”.
- Input the payment details
- Method: Select the payment method using the drop-down menu.
- To edit the activated payment gateways according to the payment method, please refer to the tutorial “Managing Payment Options“.
- Amount: Automatically input with the invoice amount which you can make edits to.
- Date: Input the date of the payment; set to the current date by default.
- Payment Status: Select the status of the payment using the drop-down list from “Incomplete“, “Completed“, “Pending” or “Failed“.
- Collected By: Input the name of the payment collector using the drop-down menu.
- Ref No: Input the reference number of the payment or the transaction if available.
- Payment Details: Input further payment details as needed
- Receipt Notes: Input receipt notes as needed.
- Attachment: Attach a file by clicking the “Choose File” button as needed.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
- Note that the “Treasury” field is only available if you have more than one treasury registered on the system.
- Method: Select the payment method using the drop-down menu.
- Click the button “Add Payment” button.
- The invoice status is then automatically set to “Paid“.