How do I Record Multiple Payments against an Invoice?

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.

• 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.

• Now you see that the “Amount Paid” has been reduced from “Total Amount”, so the “Amount Due” will show the pending amount.

• 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.







Related Links

• Send Payment Notifications

• Record partial payment