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このローカライズ済みガイドでは、LKG for Billing におけるページの目的、主なフィルター、表、ステータス、操作を説明します。

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

フォーム Fields

項目	必須	説明
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 近日提供予定 決済ゲートウェイ連携によるオンライン決済リンクの生成は近日提供予定です。利用可能になると、デジタル決済リンクを生成し、オンライン決済用に顧客へ送信できます。 :::

QR Code Payments

:::info 近日提供予定 UPI決済用QRコードの生成は近日提供予定です。利用可能になると、対面での支払い回収に使えるスキャン可能なQRコードを生成できます。 :::

📋 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

ヒント

• 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
• オンライン決済リンクは近日利用可能になります