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Record money a customer has paid you

A receipt is what turns an open invoice into a settled one. What your customers have paid you, and which invoice it settled.

You need

• accounting.receipts.read
• accounting.receipts.create

Steps

1. Open Receipts and press New receipt.
2. Pick the Customer and set the Date the money actually arrived, not the day you are typing.
3. Enter the Amount and choose the Method — Cash, Card, Bank transfer, Cheque or Other.
4. Point it at what it settles with Settles invoice and say how much of it lands there in Amount applied. A receipt is recorded against one open invoice.
5. Save. The invoice you named moves to part paid or paid on its own, and the posting is in the ledger the same moment.

A receipt is final once recorded. A wrong one is corrected by reversing its journal entry on Journal Entries, which is also where a customer paying by cheque should send you next — the cheque is an asset you are holding, not money in the bank.

Related

• Raise a customer invoice and issue it
• Add a customer you can invoice
• Record a payment you have made to a supplier