Receiving Payments

When a customer pays his bill we need to record the fact in order to keep track of his account and record to which bank or cash account the money has been deposited in to.

When you receive a payment from a customer click on 'Receive Payment' in the 'Customer' menu.

This will bring up the Receive Payments form which allows us to enter the details of the payment, including the date, payment method, and account to which the funds are deposited. Choose the customer that the payment is received from from the drop down list. This will bring up a list of the invoices that they owe you money for. Choose the invoice which they have paid by clicking on the green box to the left of that entry. If the payment covers more than one invoice tick all the appropriate boxes.

Make sure that the total in the 'Amount' box adds up to the amount on the cheque or that they have paid you. Fill in all the appropriate boxes and click 'Save and New' if you have payments to receive from other customers or 'Save and Close' if you have no more payments received.

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