How to Record Payments Against Invoices

Purpose

Use this feature to record customer payments (cash, bank transfer, mobile money, etc.) against existing invoices with due amounts.

This ensures your records stay up-to-date and accurate.

Before You Start

•  The invoice must already exist.
• Payment Accounts (Cash, Bank, Mobile Money) should be set up under Accounts → Payment Accounts.

Steps to Record Payment

1. Click on  Invoices.
2. Click on Filter, enter the specific date range The  page will open with All Invoices.
3. Search for the specific invoice you want to record payment for.
4. In the invoice row, click the three-dots action button (⋮) and select Add Payment.
5. Select the Payment Account (e.g., Cash, Bank, Mobile Money).
6. Enter the Payment Amount and Date.
7. Click Save.

What Happens Next

• The invoice status updates to Paid or Partially Paid depending on the amount recorded.
• The transaction will appear in your selected Payment Account record.

Tips & Troubleshooting

• If the payment account doesn’t appear. Check if it is created in Payment Accounts.
• For partial payments, you can record multiple payments against the same invoice.

Common Errors & Fixes

•  Payment not saving: Ensure the amount entered doesn’t exceed the invoice total.
• Payment not visible: Refresh the page or confirm you’re viewing the correct account.