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:::info Nota de traducción Este documento está actualmente en inglés. La traducción al español estará disponible pronto. :::

Invoice Payments

Record received payments against invoices, manage split payments, and track payment history.

💰 Payment Statuses​

After recording payments, invoice status transitions automatically:

StatusMeaning
PendingNo payment recorded yet
PartiallyPaidSome amount paid, balance remaining
PaidFull payment received
SplitPaymentPayment recorded across multiple methods
OverduePast due date with no full payment

📝 Recording a Payment​

From Invoice List​

  1. Go to Invoices
  2. Find the invoice (status: Pending or Overdue)
  3. Click Actions (⋮) → Record Payment
  4. Fill in payment details
  5. Click Save

Payment Form Fields​

FieldRequiredDescription
Payment Date✅Date payment was received
Amount✅Amount received
Payment Method✅How customer paid
Reference NumberOptionalTransaction ID, cheque number, UTR
NotesOptionalAdditional remarks

Payment Methods​

  • Cash — Physical cash received
  • Card — Credit/debit card
  • UPI — UPI transfer (GPay, PhonePe, Paytm, etc.)
  • Bank Transfer — NEFT/RTGS/IMPS
  • Cheque — Cheque payment
  • Other — Any other method

💳 Split Payment​

Record a single invoice payment split across different methods (e.g., part cash, part UPI):

  1. Open the invoice
  2. Click Record Payment
  3. Enter first payment method and amount
  4. Click "Add Another Payment" or "Split Payment"
  5. Enter second payment method and amount
  6. Total must equal (or partial payment leaves balance)
  7. Click Save

Invoice status becomes SplitPayment when confirmed.

:::tip Example Split Customer pays ₹10,000 bill:

  • Cash: ₹5,000
  • UPI: ₹5,000

Both entries recorded → Status: SplitPayment → Paid :::

💵 Partial Payment​

If a customer pays less than the invoice total:

  1. Enter the amount actually received
  2. Save the payment
  3. Invoice status → PartiallyPaid
  4. Remaining balance is tracked
  5. Record additional payment(s) later until fully paid

🔗 Online Payment Links​

:::info Coming Soon Online payment link generation via payment gateway integration is coming soon. Once available, you will be able to generate digital payment links and send them to customers for online payment. :::

QR Code Payments​

:::info Coming Soon QR code generation for UPI payments is coming soon. Once available, you will be able to generate scannable QR codes for in-person payment collection. :::

📋 Payment History​

View all payments recorded against an invoice:

  1. Open the invoice
  2. Scroll to Payment History section
  3. All payment entries are listed with date, amount, method, and reference

💡 Best Practices​

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  • Always record the payment method accurately for reconciliation
  • Use the Reference Number field for bank UTR numbers or cheque numbers
  • For split payments across methods, record each component separately
  • Online payment links will be available soon