:::info Översättningsnotering Detta dokument är för närvarande på engelska. Svensk översättning kommer snart. :::

Invoice Payments

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

Payment Form Fields

Field	Required	Description
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 Coming Soon Online payment link generation via payment gateway integration is coming soon. Once available, you will be able to generate digital payment links and send them to customers for online payment. :::

QR Code Payments

:::info Coming Soon QR code generation for UPI payments is coming soon. Once available, you will be able to generate scannable QR codes for in-person payment collection. :::

📋 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

tip

• 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
• Online payment links will be available soon