To add payment to an installment in the installed invoice
- Select “Installments Management” from the navigation menu.
- Select “Installments“.
- Select the installment you wish to pay by clicking it.
- Click the button “Pay“.
- Input the invoice installment payment information
- Method: Select the payment method using the drop-down menu.
- Amount: Input by default, based on the amount set in the installment agreement.
- Date: Input the date of the payment collection, the default value is the current date.
- Payment Status: Select the payment status using the drop-down menu, the default status is “Completed“.
- Collected By: Input the name of the payment collector, the default is the current user of the system.
- Ref No.[Optional]: Input the reference number of the payment.
- Payment Details: Input payment details as needed.
- Receipt Notes: Input receipt notes as needed.
- Attachment: Attach payment-related files as needed by clicking the “Choose File” button.
- Click “Add Payment” once done.
- The installment payment status will update to “Paid”.
- The invoice status remains “Partially Paid” till all installments are “Paid”.