Record payments received

When a client pays, you record the payment on the invoice and its status updates: Issued → Partly paid → Paid.

From the invoice page

1. Open the issued invoice and, in the Record payment card, enter the Amount (or Full balance).
2. Choose the Method: Bank transfer, Cash, mada, Card, Cheque, SADAD.
3. Set the Payment date (not in the future) and write the Reference (transfer or cheque number) and Notes.
4. Press Record payment.

From the Payments page

It lists Payments received with date and method filters and a total for the period, and beside it a Record payment form where you pick an Unpaid invoice.

Notes

• An amount above the balance is refused: "The amount is more than what is left on the invoice." Balance = total − payments − credit notes.
• To pay from the client's trust funds use Pay from client trust; see Trust: entries and paying invoices.
• Mistaken payment: in the invoice's Payments list press Delete payment, write the reason (kept in the audit log) and confirm. If it came from trust, the amount returns to the client's balance as a correcting deposit.
• Recording updates Collected this month and the client statement immediately.