How do I Record Multiple Payments against an Invoice?

Updated on May 1, 2018 11:29PM by Admin

Steps to Record Multiple Payments

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Create a new invoice or select an existing invoice.

For example:

We have selected “Invoice # Inv_ABC1038” the total invoice amount is “65600”.
record-payment 

We recorded the payment of amount “60000” for “Inv_ABC1038”, using record payment below:

  1. Click on “Record Payment” button. Fill in the following information:
    • Payment Type – Select a type from a predefined list. 
    • Amount – Amount to be paid. 
    • Payment Date – Date of payment.
    • Reference Number – Reference number of payments.

    invoice-record-payment
  2. Click on “Save” button to save.

Now you see that the “Amount Paid 60000” have been reduced from “Total Amount 65600”, so the “Amount Due” is “5600”.
amount-due


Now you can view all the recorded payments in “Payments Tab” next to “360 views”.
payments

The invoice is moved to "Paid" status. 

Related Links