Receiving payments from customers
Customers may pay via Cash or Check or through bank transfers. To reflect such payments in the invoices, do the following -
- Go to the "Invoice" tab.
- This will list all the invoices that have been added.
- Select the invoice for which the customer is making the payment.
- Click on the add payment icon ($ symbol).
- On clicking it, you will see a swipe opening up.
- Fill in all the required fields, refer the Add Payment - Reference Table below for details.
- Click on the "Add Payment" button.
Add Payment Reference Table:
| Field |
Description |
Additional Details
|
Received Date
|
The date on which the
payment is received.
|
|
Mode
|
The mode of payment.
|
|
Amount
|
The amount that is paid as
part of this transaction.
|
|
Acknowledge Payment
|
If selected an
acknowledgement (payment thank-you) will be sent to the customer.
|
|
Description
|
Description for this
payment which can be used for future reference.
|
|
Hope this page was helpful, feel free to post your comments about this page. You can also -
Is there a ways to edit or remove received payments?
-CWD
Hello,
We have this in our features list and will be supporting soon. As of now there is no direct way to edit or delete a payment.
As a work around, you can add another payment with negative value and reverse the effect of previous payment.
We will keep you updated in this regard.
Regards
Purnima
Zoho Invoice Team