Billing Saathi
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Record a payment against an invoice later

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Record a payment against an invoice later

When a customer pays a credit bill later, record the payment on the invoice. Its status changes to Partial or Paid and the outstanding amount goes down.

Steps

  1. Open Sale Invoice ▾ → All Sale Invoices (the Pending and Partial tabs show unpaid bills).
  2. In the Payment Type column, click the badge of the invoice (for example CREDIT). The Add Payment Receipt panel opens.
  3. At the top you see the Invoice Total and the amount Previously Paid.
  4. Choose the Default Payment Type (CASH, BANK, UPI, CHEQUE, CARD or ONLINE).
  5. Fill a payment row: Notes (UTR, cheque number…), Amount, Date and Mode. Click + Add another payment if the customer paid in parts.
  6. Check Total received, Balance remaining and Will save as (PAID, PARTIAL or PENDING), then click Save.
Add Payment Receipt panel with invoice total, previously paid and payment rows
Add Payment Receipt

Payment not for one particular bill? If a customer pays an amount on account (for example against several bills, or in advance), record it in Inward Payment. It shows in the customer’s ledger.

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