Record a payment against a sales invoice

Record a payment against a sales invoice

To record a payment received you will need to match this via the bank/cash section. 

1) Head to the Bank Accounts/Cash Accounts section 

2) Find the payment that has been received 

3)  Click Match 

4) Select the invoice that you wish to record payment being received 

5) Click 'Save and close'

This payment has now been allocated to the sales invoice. If you head to the sales invoices section, you should now see the invoice is showing as paid. 

** If your sales invoice has multiple lines and you wish to part-pay the invoice , you will need to select the '+' sign located on the left hand side. This will then allow you to pay off the relevant section of the sales invoice. **



    • Related Articles

    • Mark CIS suffered against your sales invoice

      If your sales invoice has had CIS deducted by your customer, you can record this in the sales section by following the steps below: 1) Head to the Sales section 2) Find the invoice that you would like to record the CIS deduction against 3) For this ...

    • Raise a sales invoice

      1) Head to the Sales section 2) Click the 'New Invoice' button 3) Select the customer you wish to raise an invoice for. a) If there are no existing customers, you can add a new customer from the business details section or you can click on the 'New' ...

    • Convert a quote to a sales invoice

      1) Head to the Sales section 2) Click on Quote located on the left hand side of the page. You should then receive a pop up messing asking if you wish to convert the quote into a sales invoice. 3) Click continue 4) Review the sales invoice, and press ...

    • Add your bank payment details to your sales invoices

      To enter your bank payment details to your sales invoices, follow the steps below: 1) Head to the Sales section 2) Click on the 'New Invoice' button 3) In the 'Payment details' box, there is a 'Create' button, click on this 4) If you have a bank set ...

    • Edit a sales invoice

      If you would like to edit a sales invoice that has already been raised, in the sales section, you'll find an edit icon in-line with each sales invoice. To make an edit to an existing invoice, you can simply click the edit icon, make your changes and ...