Record a Customer Receipt or Payment on Account

You can record money received from a customer against their invoice, or even if you haven't raised an invoice for them.

Record a Customer Receipt or Payment on Account

1. Select Create from the navigation menu. 
2. From the dropdown menu, select Customer Receipt.
3. Search for a customer or select one from the Customer dropdown field.
4. Select the Paid into Bank Account and choose the relevant bank.
5. Choose a Payment Method.
6. Enter the Date Received.
7. Enter the Amount Received. 
8. If the receipt is paying or part-paying one or more invoices, select the relevant invoice checkboxes. If there's no invoice, click Save then confirm by selecting Yes.
9. For any remaining amount, save it as a Payment on Account. Click Save, then confirm by selecting Yes.

Allocating existing transactions