How do I record a payment against an invoice?
What you'll do: Open the invoice and click Record Payment. Enter the amount, method, and date, then confirm. The invoice's status updates automatically to Partially Paid or Paid.
Steps
- Open an invoice that's Issued or Partially Paid and click Record Payment.
- In the Record Payment dialog, fill in:
- Amount (₹) — pre-filled with the full outstanding balance.
- Payment method — Bank Transfer (default), UPI, Cheque, Cash, Card, or Other.
- Reference number (optional) — the UTR (the unique transaction reference for a NEFT/bank transfer), cheque number, or UPI transaction ID.
- Date received — between the invoice date and today.
- Notes (optional).
- Click Record payment. You'll see "Payment of ₹… recorded." (and "Invoice fully paid." if it settles the balance).
Fully covered → Paid; anything less → Partially Paid. Partial payments are fine and can be repeated.
Common messages
- "Amount exceeds the outstanding balance of ₹…. Reduce the amount or record a partial payment." — Enter the remaining balance or less.
- A reused reference number on the same invoice is rejected (each UTR/cheque is recorded once).
Good to know
- Payments can't be edited or deleted once recorded — there's no reversal in this version.
- Once any payment is recorded, the invoice can no longer be voided.