How do I create Customer Payments?

Updated on January 13, 2019 09:32PM by Admin

The Customer Payments App is a place to store all records of payments received from your customers. This app works together with the Invoices App to separate your billing from payment collection.

Steps to Create Customer Payments

  1. Log in and access "Customer Payments" from your universal navigation menu bar.
  2. Click on the "Create" button from the Left navigation panel.
    create
  3. Fill in the following information:
    • Customer – Select a customer
    • Invoice – It will be pre-populated based on your customer.
    • Reference Number – Provide reference number for receivable
    • Payment Date – Select payment date for receivable from date picker.
    • Payment Method – Select payment method from the predefined list.
    • Amount – Invoice amount will be pre-populated.
    • Notes – You can add notes to the receivables.
    • Currency - Currency on which you want to create customer payments.
      customer payment created

  4. Click on the “Create” button to complete.
  5. The Customer Payment is created successfully. You can Edit or Delete the payment in the Overview page.
    overview page

Related Links

Read more about: