How do I create Customer Payments?

Updated on October 31, 2020 04:11AM 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 Invoice App to separate your billing from payment collection.

Steps to Create Customer Payments

  • Log in and access "Customer Payments" from your universal navigation menu bar.
  • Click on the "Create" button from the left navigation panel.
Customer Payments App

  • Fill in the following information:
    • Customer – Select a customer
    • Invoice – Choose the invoice associated with your customer.
    • Reference Number – Provide reference number for receivable.
    • Payment Date – Select the payment date for receivable from the date picker.
    • Payment Method – Select the 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.
Create Page

  • Click on the “Create” button to complete.
  • Customer Payment is created successfully. You can edit or delete the payment on the Overview page.
Customer Payment Created

  • On scrolling down the overview page, you can see the Related Payments information.
Related Payment

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