4.4 — Register Customer Payment
📍 WHERE TO FIND IT
Accounting ▸ Customers ▸ Invoices ▸ [INV] ▸ Register Payment
✅ WHAT TO DO
Click 'Register Payment' after the customer pays. Enter the bank account, amount, payment date, and memo.
- Payment Method: Manual (bank transfer) or Bank feed match
- Amount must exactly match the invoice amount
- Add the bank reference number in the Memo field
💡 TIP
Always record the actual bank transfer date, not the invoice date. This keeps your bank reconciliation accurate.
Rating
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