Record a payment
Record a payment on the document’s detail or from the list. A full payment settles the document, a partial one leaves it open.
Step by step
- Open the issued invoice and choose “Record payment”. In the list of documents, “Record a payment…” is in the row’s actions.
- The page shows the customer and what is left to pay. It starts with today’s date, the whole amount left, the document’s variable symbol and the default bank account.
- For a partial payment, overwrite “Amount paid”. The switch “Mark the invoice paid” turns itself off and the invoice stays open.
- Under “Bank account”, choose the account the money reached, or the cash desk when the customer paid in cash.
- Choose “Paid today” or “Paid on the due date”. For another date, pick it under “Choose the payment date” and choose “Record the payment date”.
- The payment shows under “Received payments” on the document’s detail and in its events, with what is left to pay below it. The web invoice shows the same.
Good to know
A payment cannot be dated in the future, so “Paid on the due date” is off until the due date has come.
When a payment marks the invoice paid and the customer has an e-mail address, we thank them if the thank-you is on under “Settings” › “E-mail”. Turn it off for one payment with the switch “Thank the customer for the payment”.
On a document in a foreign currency you can also fill in the amount in the account currency. Left empty, it is converted at the rate of the payment date.
A lost chargeback, recorded through the API, is a payment with a minus sign listed beside the payment it takes back. The invoice is unpaid again, and nothing is sent to the customer for it.
Related articles
- Undo a paymentDelete a payment recorded by mistake and the document is unpaid again. The issued document itself does not change.
- Bank and payment matchingBring your bank statements into the account, and incoming payments match themselves to the documents they pay.
- Payment of a proformaWhen you record the payment of a proforma, we issue the document that follows it and send it to the customer.
- Reminders, overdue notices and thank-yousWe remind customers of the due date, send an overdue reminder after it and thank them for the payment. By ourselves, or when you ask.