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By

Harshini Harsthavaram

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September 15, 2023

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Biz with Swipe

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Product FAQs

How to record a payment on the web

How to record a payment on the web

Step 1: Go to Sales and select Invoices

First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', A drop-down menu appears.

Select Invoices from the drop-down menu.

Now, select or Search for the Invoice for which you would like to record the payment.

Step 2: Record the payment

Click on the Rupee Icon at the end of the invoice column.

A new form appears. Here, enter the amount paid and select the mode of payment.

(You can also change the payment date, select the bank account, and add notes.)

Step 3: Click on “Update Payment”.

Click on the “Update Payment” option present at the top right corner of the screen.

Congratulations, you have successfully recorded your payment and a pop-up appears on top of the screen informing the same.

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