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The payments function is to insert customer payments and link them with one or more invoices.

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1. Create New Payment

To create a new payment, open the Sales/Accountant app, then from the sidebar menu select Transactions → Payments .

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2. Payment Details

A new window will open for you to enter the payment details:
  • Payment #
  • Customer
  • Payment Date
  • Payment Method
  • Currency
  • Payment Amount
  • Description

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3. Payment Method

You can select the payment method, whether it is:
  • Cash
  • Cheque
  • Bank transfer
  • Credit card
  • Online payment
Once you save the details, a new section will open for you to link this payment with a specific invoice or multiple invoices for the same selected customer.

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5. Linked Invoice Details

Linked Invoice Details
Once you create a new link, you need to enter the invoice details:
  • Invoice
  • Amount

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⚠️ The amount cannot be greater than the payment amount.

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6.

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7. Save And Back

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8. All Linked

Once you return to the payment, you will find the linked invoice details in its own section. �����������������������