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Receiving payments

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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.
 

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Previous Icon Setting up payment terms Receiving online payments Next Icon

2 Comments
cwdcwd, 100 - days ago  

Is there a ways to edit or remove received payments?
-CWD

purnima, 99 - days ago  

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

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