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 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.