How to enter a payment on an invoice?

Modified on Tue, 25 Oct 2022 at 11:07 AM

There are 2 methods to apply a payment to an invoice:

from the invoice
from the "Payments" menu

Record a payment from the invoice

From the “Document” menu, select the invoice that has just been paid by the customer
Click on the “Payments” button at the top right
Click on “Create a payment”
Complete the information corresponding to the payment received (date, amount, payment method, payment reference and comment if necessary)
Click on “Save” to finalize the payment

For the entry of checks, it is advisable to fill in all the information of the check.
Example: BNP no. 46846

If the invoice was not "Validated", the invoice then changes to the status of "Paid" (in the case of full payment) or "Partially paid" (in the case of partial payment), and the settlement balance is then updated.

By clicking again on “Payments” at the top right, it is possible to record a new payment if the invoice is not fully paid

Record a payment from the "Payment" menu

From the “Payment” menu, click on the button to enter a new payment received from a customer
A pane appears on the right with the list of open invoices. Select the invoice or deposit invoice to which the payment should be attached
You can search for:
The document number
The customer
The amount of the document
The object of the document
Complete the information corresponding to the payment received (date, amount, payment method, payment reference and comment if necessary)
Click on “Save” to finalize the payment

For the entry of checks, it is advisable to fill in all the information of the check.Example: BNP no. 46846