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Record a payment against an invoice or bill

Mark an invoice as paid, or a bill as settled, in full or in part.

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Steps

  1. Open Finance & Ledger and click Receivables (for invoices) or Payables (for bills).
  2. Click the invoice or bill.
  3. Click Record payment.
  4. Check Outstanding, type the Payment amount and the Date, and choose the bank account under Paid into (or Paid from for a bill).
  5. Click Record.

What happens next

The balance due drops, and the payment is posted to the bank account and the customer or supplier.

Good to know

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