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Customer Payment Entry
Customer Payment Entry
Record a payment received from a customer. The payment reduces the customer outstanding balance.
How to Enter a Payment
- Select the Customer
- Choose the Bank Account receiving the payment
- Enter the Amount received
- Set the Date and Reference
- Optionally adjust the Discount given
- Click Process Payment
Auto-Allocation
If the payment matches an outstanding invoice exactly, it can be automatically allocated. Otherwise, use Customer Allocations to match payments to invoices.