How to Add a Single Payment Record

Overview
Record a customer payment against one invoice—useful for offline or manual receipts.

Steps

1. Navigate to Finance > Payments.

2. Click Add Payment.

3. In the Add Payment form:

   • Project: (optional) select the project.

   • Invoice: choose the invoice being paid.

   • Paid On: confirm the date.

   • Amount: enter amount received.

   • Currency & Exchange Rate: verify if non-default.

   • Payment Gateway or Bank Account: select method.

   • Transaction ID: paste reference from your gateway or bank.

   • (Optional) upload receipt, add remarks.

4. Click Save. The payment appears in the list with status Complete.

Tips

• Always match the payment amount to the invoice balance to avoid reconciliation issues.

• Attach scanned receipts for audit trails.

Troubleshooting & FAQs

• Q: The invoice still shows Unpaid after saving.

  • A: Refresh the page; check that the payment amount equals or exceeds the invoice balance.

• Q: “Invoice” dropdown is empty.

  • A: Ensure there are outstanding invoices in the selected project or client.