Record a payment received from a customer

To record a payment received from a customer, go to the "Accounting" menu, then click "Payments" and "New Payment".

In the payment form, enter the following fields:

• Contact (required): the customer from which the invoice was received
• Payment Type (required): select "Received" to indicate that this was a payment received from customer
• Payment Subtype (required): select "Invoice Payment" to indicate that this was a payment received for an invoice

In the payment lines sheet, enter the following fields:

• Invoice (required): the invoice for which a payment was received
• Amount (Pmt Cur) (required): the payment amount received for that invoice

f you just want to save the payment and leave it in "Draft" status, click on the "Save" button.

If you want to post the payment, click on the "Post" button. The status of the payment will change to "Posted" and a journal entry will be created for that payment.