Pagamenti fattura

Questa guida localizzata spiega lo scopo della pagina, i principali filtri, tabelle, stati e azioni in LKG for Billing.

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

💰 Payment Statuses

After recording payments, invoice status transitions automatically:

Status	Meaning
Pending	No payment recorded yet
PartiallyPaid	Some amount paid, balance remaining
Paid	Full payment received
SplitPayment	Payment recorded across multiple methods
Overdue	Past 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

Modulo Fields

Campo	Obbligatorio	Descrizione
Payment Date	✅	Date payment was received
Amount	✅	Amount received
Payment Method	✅	How customer paid
Reference Number	Optional	Transaction ID, cheque number, UTR
Notes	Optional	Additional 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 In arrivo La generazione di link di pagamento online tramite integrazione con gateway di pagamento sarà presto disponibile. Quando sarà disponibile, potrai generare link di pagamento digitali e inviarli ai clienti per il pagamento online. :::

QR Code Payments

:::info In arrivo La generazione di codici QR per i pagamenti UPI sarà presto disponibile. Quando sarà disponibile, potrai generare codici QR scansionabili per la riscossione dei pagamenti di persona. :::

📋 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

suggerimento

• 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
• I link di pagamento online saranno presto disponibili