When a customer pays you, recording the payment against their invoice keeps your balances accurate and shows at a glance what is still owed. Here is how to record one.
From the CRMit menu, open Invoices and select the invoice you have been paid for. You can also work through payments from your payments area if you prefer to handle several at once.
Choose the Record payment option on the invoice. A short form opens for the payment details.
Fill in the payment:
Click Save to record the payment against the invoice.
The invoice status updates to paid or part-paid, and the customer's balance adjusts to match. You always know exactly where you stand.
Tip: Recording payments as they come in keeps your customer balances correct, so your overdue and outstanding figures always reflect reality.
With the payment recorded, keep an eye on the invoices that are still open and follow up any that are running late.
Book a quick demo and we will walk you through recording payments and keeping your balances tidy.