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

  1. From the “Document” menu, select the invoice that has just been paid by the customer

  2. Click on the “Payments” button at the top right

  3. Click on “Create a payment

  4. Complete the information corresponding to the payment received (date, amount, payment method, payment reference and comment if necessary)

  5. 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

  1. From the “Payment” menu, click on the button  to enter a new payment received from a customer
  2. 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

  3. Complete the information corresponding to the payment received (date, amount, payment method, payment reference and comment if necessary)
  4. 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


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