How to record payment of a sales invoice

When your customer pays their invoice, apply the payment to update the status from Outstanding to Paid.

1. Go to Sales, and then click Sales Invoices.
2. Click the invoice for which you want to record a payment.
3. Click Take Card Payment (if using Stripe) or Record Payment. 
   • Click Turn on Card Payments (if you aren’t using Stripe but want to start) 
4. Enter the following information:
   

   Amount Received *	Enter the amount your customer paid towards this invoice.
   Discount	Enter the discount amount if applicable.
   Exchange Rate	Displays the live exchange rate, if you enabled foreign currency transactions.
   Payment Date	Enter the date of the payment.
   Paid into *	Choose the bank account you want to pay the money into.
   Method *	Specify the payment method.
   Your Reference (optional)	Enter a reference or the cheque number for the payment.
   Currency Charges	If you charge a fee for currency transactions, enter it in this field.

   * Indicates a required field.

   
   
5. Click Save.

The amount paid appears on the invoice. If the customer hasn't paid the full amount, the remaining amount appears next to Amount Outstanding. To view the customer account and the transactions associated with it, click the value next to Amount Paid.

How to edit or void a sales invoice