How do I Record Multiple Payments against an Invoice?

Updated on November 9, 2021 03:40AM by Admin

Steps to Record Multiple Payments

  • Log in and access the Invoices App from your universal navigation menu.
  • Create a new invoice or select an existing invoice.
Invoice Overview
  • Click on the “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.
  • Click on the “Save” button to save.
Record Payment
  • Now you see that the “Amount Paid” has been reduced from “Total Amount”, so the “Amount Due” will show the pending amount.
Payment Details
  • Now you can view all the recorded payments in “Payments Tab” next to “360 views”. Once the Total Amount is paid, the invoice will get moved to the "Paid" status.

Payment Tab

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