How to Record Payments
Track partial, full, and advance payments without losing customer balance accuracy.
Payment capture workflow
From the invoice or payments module, select customer, amount, payment method, and reference number. Allocate payments to one or multiple invoices.
Cash vs bank
Tag each payment to the correct cashbook or bank account. This is critical for daily reconciliation and audit readiness.
Handling short payments
Use balance carry-forward when customers pay less than invoice value. Do not manually edit invoice totals after issue.
Next steps
After this workflow is configured, align teams on role permissions and reporting cadence.