Registration of Payments (Program version without Accounting functionality)

View - Sales/Invoicing - Detailed Invoice List

Note! This only applies to versions of the program which do not contain the Accounting module.

After an invoice has been paid, you should register the payment. Paid invoices will not be put forward for automatic reminders, factoring or debt collection.

The amount the customer pays is not always the exact amount given on the invoice. Therefore, you are able to adjust the amount here. The Invoiced column will then be updated with the payment that is made, so that the next time you register a payment in connection with a specific invoice, the outstanding balance will be shown.

Select the invoice you have received the payment for and click Register Payment in the toolbar.

The window automatically shows the total amount of the invoice, and the current date as Payment date. Click OK if all the information in the window corresponds correctly with the actual payment you are registering.

Adjust the Payment field if the amount paid is different to the invoiced amount, and change the Payment date if you registered the payment on a different day than the day you received it.

If the payment is made in a different Currency, you can select the currency in the drop-down list to the right, and edit the amount in that currency.

Tip! To simplify the registration of several payments, you can easily obtain the next invoice in the list without closing the window. Press the plus sign [+] next to the numbers on the keyboard, and [Enter] to obtain the next invoice.

After invoices are registered as paid, the invoice list will be updated with the paid amount. If the entire invoice is paid, it will be renamed as Paid invoice. If you have activated the filter in the invoice list, you must choose to show the invoice as Paid in the drop-down list to the right to see the invoice.