Record an invoice payment

Record an already-received payment with its amount, date, payment mode and transaction reference.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open the invoice and confirm its customer, currency and outstanding balance.
2. Choose Record payment. Enter Amount received and the actual Payment date.
3. Select Payment mode and enter the Transaction ID or reference, with a useful Note.
4. Review whether the payment-recorded email should be sent to the customer.
5. Submit once, then inspect the invoice's payments and remaining balance.

Check the result

• The payment record matches the received amount and reference, and the balance/status updates. Recording a payment is a ledger action; it does not initiate a new bank or card collection.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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