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Record what a customer paid against an invoice

What customers have paid against this shop’s invoices. These are the till’s own invoices being settled, not money taken at the terminal.

You need

• pos.payments.read
• pos.payments.create

Steps

1. Open Payments and press New payment.
2. Set the date it was Received and enter the Amount.
3. Choose the Method — Cash, Card, Bank transfer, Cheque, Online or On account — and note their Reference where there is one.
4. Say which invoice it settles in Against invoice. Leave empty for a payment on account.
5. Save, and the invoice on Invoices moves to part paid or paid by itself.

A wrong entry is removed with Delete this payment, and that is for a typing mistake and nothing else: Deleting is for a mistyped amount, not a refund. The invoice it settled will be re-derived without it.

Related

• Bill a customer who is paying later
• Read this shop’s money in one place
• Look up an account customer