Booking payments against orders – Feature presentation

overview

View payment transaction

1. Open the desired invoice/order

2. In the context menu, click on “Payment Entry” (Euro symbol €)

3. The payment booking dialog opens

Make payment

"Booking data" tab

• Invoice amount: The total amount of the invoice

• Amount due: The remaining balance to be paid

• Booking date: Date of payment receipt (default: today's date)

• Booking amount: The payment amount received

• Payment method: Type of payment received (e.g., bank transfer, cash, cash book)

• Booking note: Optional – Note regarding payment (e.g., purpose of payment, reference number)

Booking process

1. booking date (if necessary)

2. booking amount (can be partial or full amount)

3. Optional: booking note (e.g. "Payment from customer")

4. Click on "Book"

After booking

• ✅ "Payment received successfully (invoice not fully settled)" – A remaining balance is still due.

• ✅ "Payment received successfully (invoice fully settled)" – The invoice has been paid in full.