Getting paid by customers > Receiving payments

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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6 Comments  Show recent to old
cwdcwd, 468 - days ago  

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

purnima, 468 - 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

paul.delaney@affinity-one.com.au+(Guest), 236 - days ago  

Hi- We collect payment via direct debit is there a way to reconcile with our payment collection partners


Thanks


Paul

Nagendra (Guest), 236 - days ago  

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

as4rayz@yahoo.com+(Guest), 121 - days ago  

Is there a way customer can pay with ACH?

nagendra1, 121 - days ago  

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

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