Invoicing and receipts
Recording a customer invoice payment
Learn by watching
Watch this video on how fast and east it is to record a customer invoice payment or read on below.
Recording a customer invoice payment
Step-by-step instructions
- Select the invoice for which you received the payment, then click on
Record payment
. - In the
Paid through
drop-down menu, choose the account where you received the payment. This is typically an account underCash and cash equivalents
, such asPetty Cash
. - If your customer made a payment to your bank account, select your bank account under the
Cash and cash equivalents
section. You can add your own bank account and import your bank statement in the Bank transactions module on the left-side menu.