Record payment of a sales invoice or bill

Record a full or part payment on an Awaiting Payment sales invoice or bill. If you record a payment for a repeating invoice or bill, the payment only applies to the individual transaction, not any other in the series.

Your user role determines if you can record a payment of an invoice or a bill.
  1. In the Accounts menu, select either Sales for invoices, or Purchases for bills.
  2. Select the Awaiting Payment tab.
  3. Open the invoice or bill you want to record a payment on.
  4. Scroll down to Receive a payment for invoices, or Make a payment for bills.

    Image of the Receive a payment section.

    Image of the Make a payment section

  5. Complete the payment fields.
  6. (Optional) Enter a note for this transaction.
  7. Click Add Payment.

The invoice or bill will move to the Paid tab.

If you've recorded a part payment, the invoice or bill will remain on the Awaiting Payment tab until it's fully paid. If you've recorded an overpayment, a transaction for the extra amount will go to the Awaiting Payment tab.