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.

Record payment of invoice or bill

  1. In the Accounts menu, select either Sales for invoices, or Purchases for bills.
  2. Select Awaiting Payment.
  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 bill or invoice will move to the Paid tab.

Record partial or overpayment of invoice or bill

If you record a partial payment, the invoice or bill will remain in the Awaiting Payment tab.

If you record an overpayment, the invoice or bill will go straight to the Paid tab. The overpayment transaction will go to the Awaiting Payment tab. It will stay there until you refund the overpayment or use it as credit on another invoice or bill.