Payments & documents

Record a payment against an invoice

Reduce the recorded balance using the payment actually received.

1 min readUpdated
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Step by step

  1. Open the order or invoice.
  2. Choose Record payment.
  3. Enter the Amount, Method and optional Reference such as a transaction code.
  4. Review and confirm the payment.
  5. Check Paid and Balance on the document.

Good to know

Check existing payments before retrying after a connection problem. A partial payment can leave a remaining balance.

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