When a client has made a payment via card, bank transfer (EFT) or cash, payment must be manually allocated to invoices.
Note: Payments made by integrated online payment methods like SnapScan, Paypal, WigWag or PayFast will be reconciled automatically.
1. Go to Accounts > Payments and click on '+New payment'
2. Specify the client, location, payment date, payment method, and the amount received.
3. You can either allocate the payment to an invoice by clicking on +Add invoice, select the invoice from the drop down and specify how much is being allocated to the specific invoice.
If a client makes an upfront payment for services that haven’t been invoiced yet, you don’t need to allocate it to an invoice immediately. The payment will be saved as credit, which you can apply when generating a new invoice.
4. Remember to click 'Save'