Posting Payments Against Orders – Feature Overview

Overview

View payment transaction

1. Open the desired invoice/order

2. In the context menu, click"Payment Entry"(euro symbol €)

3. The payment posting dialog box opens

Make a payment

"Posting Data" tab

• Invoice amount: The total amount of the invoice

• Outstanding balance: The remaining amount due

• Posting date: Date payment was received (default: today's date)

• Booking amount: The amount of the payment received

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

• Payment note: Optional – Note regarding the payment (e.g., payment description, reference number)

Booking Process

1. Check/adjust the booking date(if necessary)

2. Enter the booking amount(can be a partial or full amount)

3. Optional: Adda memo(e.g., “Bank transfer from customer”)

4. Click "Book"

After booking

• ✅“Payment received and posted (invoice not fully paid)”– There is still an outstanding balance

• ✅“Payment received and posted (invoice paid in full)”– The invoice has been paid in full