Aser One

LearnSales

Record a payment

A customer pays an invoice they owed. Record it so the invoice is paid.

On the computer, 5 steps

Guide 3 of 6 in Sales

  1. Find what is owed

    In Billing › Invoices, click Unpaid. The total due is at the top.

    Find what is owed
  2. Open the invoice

    Click the customer’s invoice.

    Open the invoice
  3. Add a payment

    Click Add a payment.

    Add a payment
  4. How they paid

    The amount due is filled in. Pick the method, add the M-Pesa code, then click Add.

    How they paid
  5. Paid

    The invoice is Paid and nothing is left due.

    Paid

Try it on your own business.