Collecting Payments

Collecting Payments

1. Click on "Sales" on the side navigation bar, you will be directed to the "Sales Invoice List".
   
   
   
   
2. Click on more option at the top right corner on the Sales Invoice List and select receipts option from the dropdown, as illustrated in the image below.
   
   
   
3. You will get directed to the Receipts List. Click on "New Receipt" Button. A form will appear.
   
   
   
   
4. Choose the customer from the dropdown list against whom you want to receive the payment. 
   
   
   
   
5. Fill in the remaining fields in the form once you have selected the customer, such as payment mode, date etc.
   
   
   
   
6. Click on the "Invoice" dropdown and select the invoice(s) against which you want to receive the payment. As illustrated in the above  image .
   
   
7. Click on the save option to save the Payment.
   
   
8. Alternatively, we can also receive the payment(s) against any invoice by navigating to the Sales Invoice List. Choose the sales invoice with "Open" status  from the list against which you want to receive the payment.
   
   
   
   
9. After choosing the invoice click on the "Receive Payment" button. A pop-up form will appear. 
   
   
   
   
10. Fill in the details in the form and Save it.