How To Record Receive Payment on Transaction

How To Record Receive Payment on Transaction

Efficiently manage and track payments received, reducing manual effort and errors while maintaining precision.

1. Click on Cashflow and select 'Transaction'

2. Click on Add New

3. Click on Receive Payment

4. Set the date

5. Enter the amount

6. Select a payment method

7. Select a payment type

7.1 If the payment type is 'Knock Off Invoice'

7.2 Click on Next

7.3 Ensure the entered amount is equal to the knock off amount

7.4 Select an invoice

7.5 Click on Save

8. Select the payee's name

9. Enter a remark (optional)

10. Click on Save