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支払いの記録

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 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

フォーム​

項目必須説明
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 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、オンライン決済用の支払いリンクを顧客に送信できます。 :::

📱 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。 :::

📋 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​

ヒント
  • Always record the reference number (UTR for bank transfers, transaction ID for UPI) for reconciliation
  • オンライン決済リンクは近日利用可能になります
  • 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)