INTENDED SEARCHES: payment, record payment, paid invoice, amount paid
Payments record money received from a customer.
Fields you may see:
- Invoice number.
- Payment amount.
- Payment date.
- Payment number.
- Status.
- Amount paid.
- Paid yes/no.
- Notes.
- Bank transaction.
Steps:
1. Open the invoice or payment area.
2. Choose the invoice being paid.
3. Enter the payment amount.
4. Enter the payment date.
5. Select payment method or transaction if available.
6. Add notes if needed.
7. Save the payment.
8. Confirm invoice payment status and remaining balance.
Before saving, check:
- Correct customer.
- Correct invoice.
- Correct payment amount.
- Correct payment date.
- Payment method or bank transaction if used.
Why this matters:
Payments affect invoice status, customer balance, reports, and accounting review.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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