How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
In this video
- Find the invoice with a balance due
- Record a bank transfer or cash payment
- Confirm the invoice is paid
Step by step
- Find the invoice with a balance due in the sales list.
- Choose Add Payment from its Actions menu.
- Enter the amount, the date and the method, for example bank transfer.
- Save and check that the invoice now shows Paid, with every payment listed.
Why it matters
Money arriving is not the same as money recorded. Matching each payment to the invoice it pays keeps the customer's balance right, stops you chasing a customer who has already paid, and makes the bank reconciliation simple.
All Sales videos
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2:27
Lesson 1
How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
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1:56
Lesson 2
How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
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2:25
Lesson 3
How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
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2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:34
Lesson 6
Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
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2:03
Lesson 7
How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
Get certified in Skyline Nexus ERP for 199 SAR or 49 USD
Show employers and clients that you can run daily sales, purchasing, stock and customer and supplier accounts in an ERP. Preparing for the exam improves your accounting practice: invoices, credit and debit notes, opening balances and ledgers, done the way real companies do them.
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