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This tutorial explains how to record a payment (receipt) for an invoice in the application.

Video Tutorial

1. Open the Receipts Section

Click "Receipts" to manage payments related to the invoice.

si-receipt.png

2. Create a Receipt

Click the plus-icon.png plus icon to create a new receipt for the current invoice.

si-receipt (1).png

3. Choose Receipt Type

Select one of the following options:

  • Fully: Record full payment for the invoice.
  • Part: Record a partial payment

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4. Open the New Receipt

After selecting an option, the system will automatically open the new receipt.

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5. Enter Amount Received

Enter the payment amount in the Amount Received field.

si-receipt (4).png

6. View Outstanding Invoices

On the right side, you will see a list of all outstanding invoices for the current company.

The system may automatically allocate the payment, but you can adjust allocations if needed.

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7. Allocate an Invoice

Click the allocate-arrow-icon.png arrow icon next to the invoice you want to allocate.

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8. Confirm Allocation

Select the receipt option for the invoice you are allocating.

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9. Enter Allocation Amount

Enter the amount you want to apply to each invoice.

Once an invoice is fully paid:

  • It will automatically be removed from the outstanding list.
  • Its status will update to Paid

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10. Remove an Allocation (Optional)

Click the delete-icon.png delete icon to remove an allocated line if needed.

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11. Return to Invoice

Click the view-arrow-icon.png arrow to return to the invoice.

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12. Confirm Invoice Status

After full payment allocation, the invoice status will automatically update to Paid.

si-receipt (11).png

You have successfully completed the invoice receipt process by recording and allocating the payment correctly.

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