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To add payment to the invoice
- Click on “Sales” from the main dashboard.
- Click on “Manage Invoice”.
- Search for and click on the required invoice that you want to add the payment to.
- Click on “Add Payment”.
- Enter the details as below:
- Choose the payment method from the “Method” drop-down menu. <Note: this menu is editable, check “payment options” tutorial>
- Enter the payment amount in the “Amount” field. <Note: The system fills this field with the invoice value and it is editable>
- Enter the date of the payment in the “Date” field.
- Choose the status of the payment from the “Payment Status” drop-down list.
- Enter the name of the collector for this payment in the “Collected By” drop-down menu.
- Enter the reference number of the payment or the transaction in the “Ref No” field (Not required).
- Enter further details needed in the “Payment Details” field.
- Enter payment notes in the “Receipt Notes” field.
- Attach a file from the “Attach” button if necessary.
- Select the treasury from the “Treasury” drop-down menu.
- Click on the “Add Payment” button at the bottom left of the page.