Use banking to pay a sales invoice

Solution Properties

Solution ID:

260629132827647

Last Modified Date:

Mon Jun 29 14:25:20 UTC 2026

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Use banking to pay a sales invoice

Description

Manually pay a sales invoice from banking.

Use this option when you don't import transactions from a bank feed or statement.

NOTE:

If you do use bank feeds and statement imports, you can still pay an invoice from banking. You need to match the bank feed to the transaction you create.

Cause

Resolution

Go to Banking.
Select New, then Sale / Receipt.
Stay on the Customer Receipt tab.

Complete the details of the payment.

▼ How to fill in the details

Customer*	Select the customer relevant to the invoice your paying.
Paid into Bank Account*	Choose the bank account you received the receipt into.
Method*	Select the method your customer used to pay you.
Date Received*	Enter the date you received the payment from your customer. The date defaults to today's date.
Reference	This field is optional. Use the reference shown on your bank statement for accuracy.
Amount received*	Enter the amount received from your customer. You can leave this field blank and it automatically populates once you select the invoice your paying.
Allocating to the invoice	Once you've selected your customer, you'll see any outstanding invoices below. Select the checkbox for the relevant invoice, or invoices. To part pay one or more invoices, see pay part of an invoice.
Left to allocate	The Left to allocate value needs to be 0.00. If it's not, check the Amount Received is the same as the Paid column.

Select Save.

Pay part of an invoice

You can partially pay one or multiple invoices using this method. See the examples below to understand how:

▼ Part-pay a singular invoice

In this example:

You received a payment of £500
There's one £1000 invoice outstanding
You need to allocate £500 to the invoice

Enter £500 in the Amount Received* column. Select the checkbox of the invoice, the £500 automatically part pays the invoice.

▼ Part-pay more than one invoice

In this example:

You received a payment of £500
There's two £500 invoices outstanding
You need to allocate £250 to each invoice

Enter £500 in the Amount Received* column. Select the checkbox of the first invoice, the £500 automatically pays the full invoice. In the Paid column, select the pencil icon and change the Amount to Pay to £250. Select Apply.

Select the checkbox for the second invoice, and the remaining £250 automatically allocates to the invoice.

NOTE:

You can only allocate one receipt to multiple invoices for the same customer.

Steps to duplicate