Receive full or partial payments, review history and outstanding balances, print or email receipts, and manage invoices from Income, Sales, and Expenses.
After an invoice and its bill items have been saved, use the billing component to record payments and keep an accurate balance and transaction history.
Accept a payment
- Open the invoice and review the final bill total.
- Select the payment method, such as Cash, Card, Mobile Money, or Bank Transfer.
- Select Pay and enter the amount received.
- Select Pay and Checkout to save the payment against the invoice.
You can accept the full total or enter a smaller amount for a partial payment. The Paid value shows how much has been received, while Balance shows what remains outstanding.
Record later payments
When another payment is received, reopen the same invoice and record the additional amount. Do not create a replacement invoice merely because the customer pays in instalments. Use Order History to review dated invoice updates, payments, totals, and balances.
Print or email the receipt
- Select Print to open the receipt for printing or saving as a PDF.
- Select Email to preview and send the receipt to the customer.
- Confirm the invoice is linked to a customer with a valid email address.
- Review the invoice number, date, items, quantities, discount, tax, total, paid amount, method, and balance.
Use the invoice management pages
Open Income for customer service invoices. The Income Bill Management page lets you search, use date ranges and filters, find unpaid bills, open invoices, add items, record more payments, review history, and print or email receipts.
Open Sales for product-based customer invoices and Expenses for contractor and supplier invoices. Keeping the correct mode separates money received from money spent without breaking the link to the maintenance work.