Recording a payment
Mark an invoice paid, in full or in part, and send a receipt.
- Open the invoice and click Payment.
- Enter the amount, date and payment mode. For a bank transfer, add the bank reference.
- Save. The invoice shows as paid, or partially paid until the balance is settled.
From the payment you can email the customer a PDF receipt.
On Business and Pro, click Scan & Fill in the payment panel and drop in the bank's transfer confirmation. The amount, date and reference are filled in for you. See Scan & Fill.
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