Recording invoice payments

Recording invoice payments

When a customer pays

When the money comes in, record it against the invoice. It only takes a moment, and it keeps both the invoice and the customer's balance spot on.

  1. Open the invoice under Sales → Invoices.
  2. Select Apply payment (you might also see this as Record payment).
  3. Enter the amount received and the payment date.
  4. Choose the payment method, or the bank account the money landed in.
  5. Save — done.

Paid in full, or just a bit?

  • Pay the whole amount and the invoice is marked Paid.
  • Pay only part of it and it becomes Partially paid, with the remaining amount due updated for you. Record further payments whenever they arrive until it's settled.

Each invoice always shows the amount paid and the amount due, so you can see where things stand at a glance.

How payments affect the customer's balance

Recording a payment lowers the customer's outstanding balance and joins their history right next to the original invoice. If a customer settles several invoices with one payment, you can spread that payment across them — no awkward workarounds needed.

Overdue invoices

Any invoice that's past its due date and still owing turns up in your overdue lists, and NexerIQ can send reminders for you automatically. The moment you record the payment, the invoice drops off those lists.

Putting things right

To keep your records trustworthy, payments and invoices are never quietly edited or deleted. If something needs correcting, you reverse the entry and add the right one, or raise a credit note against the invoice — so the full story is always there if you ever need it.

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