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
Hi- We collect payment via direct debit is there a way to reconcile with our payment collection partners
Thanks
Paul
Dear Paul,
We have sent you an email regarding your post. Please check the same and reply to us.
Happy Invoicing!!!
Regards
Nagendra
Zoho Invoice Team
Is there a way customer can pay with ACH?
Hi as4rayz,
Thanks for the wonderful suggestion. We have taken note of it in our TODO list. We understand the need for this feature request. Once our current features are released we can start working more payment options.
We will update you. Please bear with us until then.
I have added your vote to this gateway.
Cheers
Nagendra