Recording a Payment

Once the invoice is confirmed, you can record the customer's payment.

Step by Step

1. Open the confirmed invoice. You can get there from the sales order (click the invoice smart button) or from Invoicing → Invoices.
2. Click Register Payment.
3. In the payment dialog:

• Journal — Select "Bank" (for card/check/wire) or "Cash"
• Amount — Pre-filled with the invoice total. Adjust for partial payments.
• Payment Date — Today's date by default
• Memo — Optional. Add a check number or reference.

4. Click Create Payment.

The invoice status changes to In Payment and then Paid.

Payment Methods

• Cash — Select the Cash journal. The customer pays with bills and coins.
• Credit/Debit Card — Processed through your NMI integration (see Payments section).
• Check — Select Bank journal and note the check number in the Memo field.