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Maksujen kirjaaminen

Tämä lokalisoitu ohje selittää sivun käyttötarkoituksen, tärkeimmät suodattimet, taulukot, tilat ja toiminnot LKG for Billingissä.

Record payments received from customers against their invoices.

� Recording a Manual Payment​

From Invoice Actions​

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

Lomake​

KenttäPakollinenKuvaus
Payment Date✅When payment was received
Amount✅Amount received
Payment Method✅Cash / Card / UPI / Bank Transfer / Cheque / Other
Reference NumberOptionalUTR, cheque number, transaction ID
NotesOptionalAny remarks about this payment

💵 Partial Payment​

Enter an amount less than the invoice total to record a partial payment:

  1. Enter the amount received (e.g., ₹5,000 on a ₹10,000 invoice)
  2. Save the payment
  3. Invoice status → PartiallyPaid
  4. Remaining balance: ₹5,000
  5. Record another payment later to close the balance

💳 Split Payment (Multiple Methods)​

Record one payment split across different methods:

  1. Click Record Payment
  2. Enter first method + amount (e.g., Cash: ₹3,000)
  3. Click "Add Split" or "Add Another Method"
  4. Enter second method + amount (e.g., UPI: ₹7,000)
  5. Total = invoice amount → Save
  6. Invoice status → SplitPayment → Paid

:::tip Example ₹10,000 invoice paid as:

  • UPI: ₹7,000 (reference: GPay transaction ID)
  • Cash: ₹3,000

Both recorded as one split payment entry. :::

🔗 Online Payment Links​

:::info Tulossa pian Verkkomaksulinkkien luonti maksuyhdyskäytäväintegraation kautta on tulossa pian. Kun toiminto on saatavilla, voit lähettää maksulinkkejä asiakkaille verkkomaksua varten. :::

📱 QR Code Payments​

:::info Tulossa pian UPI-maksujen QR-koodien luonti on tulossa pian. Kun toiminto on saatavilla, voit luoda skannattavia QR-koodeja paikan päällä tehtäviä maksuja varten. :::

📋 Viewing Payment History​

All payments against an invoice are visible in the Payment History section on the invoice detail page:

  • Payment date
  • Amount
  • Method
  • Reference number
  • Notes

💡 Best Practices​

vinkki
  • Always record the reference number (UTR for bank transfers, transaction ID for UPI) for reconciliation
  • Verkkomaksulinkit ovat pian saatavilla
  • Record payments on the same day for accurate cash flow reports
  • For cheques, record the payment on the date the cheque clears (not the cheque date)