Skip to main content

Customer Payments

Record payments received from customers — whether linked to specific invoices or as advance payments.

Recording a Payment Against an Invoice​

The quickest way to record an invoice payment:

  1. Open the Invoice.
  2. Click Record Payment.
  3. Fill in the payment details:
    • Payment Date: The date money was received.
    • Amount Received: Adjust if it's a partial payment.
    • Deposit To: The bank or cash account where funds were received.
    • Reference Number: Cheque number, UTR, transaction ID, etc. (optional).
  4. Click Save. The invoice status updates to Paid or Partially Paid.

Recording an Advance / Standalone Payment​

For advance payments not yet linked to an invoice:

  1. Go to Transactions > Customer Payments.
  2. Click New Customer Payment.
  3. Select the Customer.
  4. Enter the Amount, Date, and Deposit To account.
  5. (Optional) Add a Reference Number and Notes.
  6. Leave the invoice allocation section empty (the advance will remain as a credit on the customer's account).
  7. Click Save.

The advance will appear in the customer's balance and can be applied to future invoices.

Allocating an Advance to an Invoice​

When the customer has an advance on account:

  1. Open the Invoice.
  2. Click Apply Credit.
  3. The system shows any available advance payments for that customer.
  4. Select the advance and apply all or part of it to the invoice.

Viewing Payment History​

From the customer's detail page (Master Data > Contacts > select customer), you can see:

  • All payments received.
  • Outstanding invoices.
  • Total balance.

Payment Modes​

The Payment Mode (Cash, Bank Transfer, UPI, Cheque, etc.) can be selected when recording a payment. These modes are configured in Settings > Payment Modes.