# 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.

Section: Customers & debts · verified against the product on 2026-09-14

Canonical: https://dashing.krd/en/help/collect-a-payment

## Steps

1. Open "Customers", then the customer's page.
2. Press "Collect payment".
3. Enter the "Amount" and choose the "Method": "Cash" (into the open shift's drawer), "Card" or "Transfer" (a bank account).
4. Press "Collect". The amount is applied to invoices oldest-first, and the "Outstanding balance" updates at once.
5. Send the customer their updated statement if you like ([share a statement](/help/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.

## Other languages

- العربية: https://dashing.krd/help/collect-a-payment
- کوردی: https://dashing.krd/ckb/help/collect-a-payment

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Dashing · https://dashing.krd/en