Sometimes a client pays their invoice at a later moment in time than when it was created. In that case, you will need to find that invoice in the system first and then create a payment against it. This article tells you how to process a payment on an existing invoice.
Step-by-step instructions
- Go to the client file by searching a client and click on the Client File tab.
- Click on the invoice that you would like to process payments on. If it’s an invoice with an outstanding amount, it will display in red.
- Scroll down and click the blue Payment button.
- Should the client have more than one open invoice, they will be listed in this screen. Tick the box in front of the invoice(s) that you are accepting payment on now.
- By default, the box “Paid Now” will be completed with the remaining balance of that invoice. You can adjust this amount manually when necessary.
- Select the payment method on the top right.
- Click Finish at the bottom.
More about this
How do I adjust the payment options?
Payment options have been created as ledgers. With the appropriate permission, it is possible to add, remove, or rename payment options in the ledger scheme (
> Financial > Ledger scheme). See the Related articles for more information on the ledger scheme.
Where do I enter the payment details?
Before saving a payment you can enter the details of this payment.
The field “Description” is for internal use and will not be printed on the invoice nor on the receipt. If a description is entered when a payment is made, it will be shown in the client file, attached to the “payment” entry.
However, if “No payment” is selected and a description is entered, the description text will show in the client file as a note prefixed with “No payment”, so it’s clear that the customer has not yet paid.
What do different invoice colors tell you?
Go to a client’s file to see an overview of their invoices.
Invoices can have different colors. This is what they tell you:
- Black invoices have been fully paid.
- Green invoices mean that the client has a credit. He has paid more than the invoice amount (or has a refund). Notice that the amount also has a minus in front of it.
- Red invoices mean that the invoice is not (fully) paid yet. The client still has to pay the remainder of the invoice amount.
