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Registrare pagamenti

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

Modulo​

CampoObbligatorioDescrizione
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 In arrivo La generazione di link di pagamento online tramite integrazione con gateway di pagamento sarà presto disponibile. Quando sarà disponibile, potrai inviare link di pagamento 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. :::

📋 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​

suggerimento
  • Always record the reference number (UTR for bank transfers, transaction ID for UPI) for reconciliation
  • I link di pagamento online saranno presto disponibili
  • 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)