Skip to content
Amman, Jordan[email protected]+962 795 900 124
العربيةClient login
Menu
Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Record a payment

Record money a customer paid: against an invoice, or in advance as a credit to use later.

Where

The invoice › Record payment · Sales & CRM › Money › Payments

Who

Anyone allowed to record payments.
1
On an issued invoice, press Record payment. (On the Payments screen the button is + Record payment.)
An issued invoice with money due: Record payment stands in its head
2
With Linked to invoice chosen, check the invoice and its Balance due. Type the Amount, the Payment date and the Payment mode (how the money arrived: it must be chosen). Add a Transaction ID or Note if you have one.
The Record payment form
3
Press Save payment. A full payment makes the invoice Paid; a part payment makes it Partially paid.
The customer's contacts get an email that the payment was recorded, unless you tick Do not send invoice payment recorded email to customer contacts.

More than the balance, or before the invoice

Choose Advance payment · no invoice, pick the Customer and type the amount. The money is recorded as received and kept as a credit on the customer's account. If the advance is taxed, choose the tax under Tax on this advance. If more money arrived than an invoice's balance, record the excess the same way.

Use a credit

When a customer holds credit (advance payments and credit notes together), their invoices say so. On an issued invoice press Apply credits, tick the credits and amounts to use, and press Apply the selected credits. Take back undoes it.

Apply credits: the customer's credit notes and advance payments to choose from

The Payments screen

For each currency it shows what was Collected, the Unapplied credit, what is Outstanding and the Overdue invoices. The list shows every payment with its invoice, customer, payment mode, amount and date. Export takes it out and Batch Payments opens many payments at once.

The Payments screen
The payments linked to an invoice only

Click a payment to open its Payment receipt. PDF ▾ shows or downloads the receipt, Edit payment corrects it and Reverse payment takes it back.

A payment receipt

What Flowrica does here

She can record the payment with you, one question at a time (Record a payment); nothing is saved until you press the form's own button.

Before: Issue an invoice · Next: Many payments at once