Record customer payments

Record a payment

1. Open Finance → Payments (Accounts Receivable).
2. Click Record payment.
3. Select the Customer, amount, date, method, and reference.
4. Save.

For a payment by cheque or bill of exchange, add each instrument on the payment. See Cheques and bills of exchange.

Allocate to invoices

1. Open the payment (or continue from the recording wizard).
2. Allocate the amount to one or more open Invoices.
3. Confirm. Invoice statuses update to Partially paid or Paid.

Partial payments

If the customer pays less than the balance:

1. Allocate what was received.
2. Leave the remainder open on the Invoice.
3. Record follow-up payments later until the Invoice is fully paid.

Overpayments

If the amount exceeds open invoices:

1. Allocate what is owed.
2. Keep the remainder as unapplied credit on the customer, or follow your tenant’s overpayment policy shown in the screen.

Refunds

1. Open the payment.
2. Choose Refund (full or partial, as allowed).
3. Confirm. Related allocations and ledger postings are reversed according to Finance rules.

Customer AR balance

Open the Customer 360° view → AR (or Finance → Customer balances) to see open invoices, unapplied payments, and aging at a glance.