Back to Invoicing & Payments

Payment Tracking

Record payments and track receivables

Tracking Payments

Recording Payments

  1. Open the invoice
  2. Click "Record Payment"
  3. Enter payment details:
    • Amount received
    • Payment date
    • Payment mode (Bank/Cash/UPI)
    • Reference number

Partial Payments

Record multiple payments against one invoice:

  • Each payment is tracked separately
  • Balance updates automatically
  • Invoice status shows "Partially Paid"

Payment Methods

  • Bank Transfer (NEFT/RTGS/IMPS)
  • UPI
  • Cheque
  • Cash
  • Credit Card
  • Other

Reconciliation

Match payments with bank statements for accurate records.

Was this article helpful?

If you need more help, our support team is ready to assist you.