Customers & debts
Collecting a payment from a customer who owes you
Recording a payment from the customer page with "Collect payment": amount and method (cash, card, transfer), allocated to invoices oldest-first.
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Steps
- Open "Customers", then the customer's page.
- Press "Collect payment".
- Enter the "Amount" and choose the "Method": "Cash" (into the open shift's drawer), "Card" or "Transfer" (a bank account).
- Press "Collect". The amount is applied to invoices oldest-first, and the "Outstanding balance" updates at once.
- Send the customer their updated statement if you like (share a statement).
What happens in the books
A collection entry: the drawer or bank debited, receivables credited, tied to the open shift if cash so it shows in its report.
What the system does not do
It does not record the payment automatically from a wallet or bank; you record it when it arrives.
Common questions
- The customer paid more than they owed.
- The excess stays as a credit balance on their account and is deducted from their next invoice; it appears on the statement.
- Can I allocate the payment to one specific invoice?
- Allocation is oldest-first automatically. For a specific invoice, open it from Invoices and record the payment from there.
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In the same section
- Adding a customer and setting a credit limitCreating a customer from the customers screen or the till, setting the credit limit, price list and group, and what happens when a credit invoice exceeds the limit.
- Issuing a credit or debit note for a customer or supplierWhen to use a credit note (reduce what a customer owes) or a debit note (raise it), and how to issue one from the customer or supplier page.
- Sharing a customer's account statement on WhatsAppFrom the customer page: "Account statement" then "Share" opens WhatsApp with a secure link valid for 30 days showing invoices, payments and the balance.
This page is also available in العربية · کوردی
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