Adding a Payment to an Invoice

1. Click on “Sales” from the main menu.
2. Click on “Manage Invoices”.
3. Click on the required invoice that you wish to pay.
4. Click on the “Add Payment” button at the top of the invoice display screen.
5. Enter the required details:
   • Payment Method: Choose the method your client has paid through.
     • Note: You can control the payment options you have by setting your account settings. For more details, check the “Payment Options” guide”.
   • Amount: Enter the amount paid by the client.
     • Note: the system will automatically fill the “Amount” field with the overdue amount of the invoice with the possibility of editing it.
   • Date: choose the date of the payment.
   • Payment Status: Choose any of the payment statuses.
   • Collected By: Choose the user who is responsible for collecting this payment.
   • Ref No: Identification number for the payment accompanying payment transactions with payment instruments (such as checks).
   • Payment Details: any extra details related to the client payment method.
   • Receipt Notes: For adding any notes on the payment transaction.
   • Attachment: The possibility to attach an image of a document related to the payment transaction.
   • Treasury: Select the treasury or the bank account to which this payment is collected.
6. Click on the “Add Payment” button.