Receiving a Payment

Record a general payment received, and optionally allocate it to invoices.

Fields

Date (required)
Customer (name or a linked customer record)
Amount (required, positive)
Method — cash, bank transfer, card, POS terminal, cheque, mobile money, or other
Account — which account receives the payment
Reference
Allocations — apply the payment against specific sale invoices

For a payment tied to a specific customer's running balance rather than a one-off, see Receiving a Customer-Specific Payment instead.

Payments List

Every payment recorded — received or made.

Making a Payment

Record a general outgoing payment.