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Enregistrer des paiements

Cette page localisée explique l’objectif de l’écran, les principaux filtres, tableaux, statuts et actions dans LKG for Billing.

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

Formulaire​

ChampObligatoireDescription
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 Bientôt disponible La génération de liens de paiement en ligne via l’intégration d’une passerelle de paiement sera bientôt disponible. Une fois disponible, vous pourrez envoyer des liens de paiement aux clients pour le paiement en ligne. :::

📱 QR Code Payments​

:::info Bientôt disponible La génération de codes QR pour les paiements UPI sera bientôt disponible. Une fois disponible, vous pourrez générer des codes QR scannables pour l’encaissement en personne. :::

📋 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​

astuce
  • Always record the reference number (UTR for bank transfers, transaction ID for UPI) for reconciliation
  • Les liens de paiement en ligne seront bientôt disponibles
  • 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)