Entering an invoice payment

1

I have issued invoices & received payment. how do I enter the payment such that it show the invoice as being paid.Kev

2

Hi @simnut,

The two simplest methods are:

  • Click on New Receipt when viewing a Sales Invoice

  • Click on Copy to > New Receipt when viewing a Customer Statement

You can refer to these guides for more detail:

Alternatively, in the lines of your receipt type in “Accounts Receivable” in Account field and then you will be able to select Customer and Invoice.

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3

I would use a bank import for that. If the payment is regular I would create a bank rule.

4

Sorry for late reply but thanks for the advice. It worked well