September 15, 2023

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.

go to sales and invoices

Step 2: Record the payment 

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

click on rupee icon

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.)

record the payment

Step 3: Click on “Update Payment”.

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

click on update payment

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

payment recorded