Receive Customer Payments

Customer Payments are a record of monies received from a client when paying an invoice. Payments are recorded on the client account and in the accounts, in a particular bank account.

You can enter the Customer Payments section in various ways, by clicking on the Accounts Menu, when Creating a New Invoice via the View Invoices screen

Whichever way you choose you will be taken to the Customer Payment screen as shown below:-

The first step is to select the client you wish to enter the payment for from the drop down box. The outstanding balance for the client will then appear together with today's date (this can be changed by using the calendar).

Now select the Payment Method from the drop down box.  If the client is paying by cheque then the number can be entered in the appropriate box.

The next step is to select which bank account to deposit the funds to from the dropdown box.

Once you have completed the top section of the screen the Add Payment and Notes and Process the Payment buttons become available:

Click on the Add Payment and Notes button and you will see that you will be prompted to enter the Payment amount.

Once you have entered the amount TAB along to the Notes where you can now add any notes relevant to the payment if you wish.

If you wish to Cancel the payment at this point simply click the Cancel Payment button.

Once you are happy with the payment details the Process the Payment button will be available to click.

Simply click the button and you will see that the action has been confirmed:-

Click Close to exit the screen.