मुख्य कंटेंट तक स्किप करें

भुगतान दर्ज करना

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

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

फ़ॉर्म​

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

📋 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​

सुझाव
  • Always record the reference number (UTR for bank transfers, transaction ID for UPI) for reconciliation
  • ऑनलाइन भुगतान लिंक जल्द उपलब्ध होंगे
  • 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)