- Click on “Sales” from the main menu.
- Click on “Manage Invoices”.
- Click on the required invoice that you wish to pay.
- Click on the “Add Payment” button at the top of the invoice display screen.
- Enter the required details:
- Payment Method: Choose the method your client has paid through.
- Note: You can control the payment options you have by setting your account settings. For more details, check the “Payment Options” guide”.
- Amount: Enter the amount paid by the client.
- Note: the system will automatically fill the “Amount” field with the overdue amount of the invoice with the possibility of editing it.
- Date: choose the date of the payment.
- Payment Status: Choose any of the payment statuses.
- Collected By: Choose the user who is responsible for collecting this payment.
- Ref No: Identification number for the payment accompanying payment transactions with payment instruments (such as checks).
- Payment Details: any extra details related to the client payment method.
- Receipt Notes: For adding any notes on the payment transaction.
- Attachment: The possibility to attach an image of a document related to the payment transaction.
- Treasury: Select the treasury or the bank account to which this payment is collected.
- Payment Method: Choose the method your client has paid through.
- Click on the “Add Payment” button.