मुख्य कंटेंट तक स्किप करें

इनवॉइस भुगतान

यह स्थानीयकृत मार्गदर्शिका LKG for Billing में इस पेज का उद्देश्य, मुख्य फ़िल्टर, तालिकाएं, स्थितियां और क्रियाएं समझाती है।

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

फ़ॉर्म Fields​

फ़ील्डआवश्यकविवरण
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 जल्द आ रहा है पेमेंट गेटवे इंटीग्रेशन के माध्यम से ऑनलाइन भुगतान लिंक बनाना जल्द उपलब्ध होगा। उपलब्ध होने पर आप डिजिटल भुगतान लिंक बनाकर ग्राहकों को ऑनलाइन भुगतान के लिए भेज सकेंगे। :::

QR Code Payments​

:::info जल्द आ रहा है UPI भुगतान के लिए QR कोड बनाना जल्द उपलब्ध होगा। उपलब्ध होने पर आप व्यक्तिगत भुगतान संग्रह के लिए स्कैन किए जा सकने वाले QR कोड बना सकेंगे। :::

📋 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​

सुझाव
  • 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
  • ऑनलाइन भुगतान लिंक जल्द उपलब्ध होंगे