Follow the below steps to record sales payments.

1. Navigate to Sales module -> Payments -> +New

2. Search for the customer by typing the customer’s name or click on +Add Customer to add new customer

3. Select a payment Date and Currency.

Note: The default currency is Malaysian Ringgit (MYR).

4. Key in the Amount Received.

5. Choose an account the money Deposit To.

You can choose an existing account or +Add Account.

6. Key in own Payment Received No. or the system will autogenerate it.

Note: Turn on Custom Numbering in the Company Settings > Number Formats to override the auto-numbering.

7. Key in a References No. if any. *(Optional)

8. Select the Payment Method. You can choose the existing Item or +Add Item.

9. Add a Tag for your payment transaction if any. *(Optional)

10. Scroll down to Invoice Payments section.

Tick in the outstanding invoice that you want to apply.

11. The Apply Amount will automatically fill-in for you. You can update the amount if needed.

Note: Apply amount cannot be more than outstanding amount.

12. Key in the Remarks and Description for your customer.

Note: Remarks will be auto-filled if you have set a default remarks under the Company setting.

13. Attach Files to the transaction, either select the existing files or upload a new file.

14. Once the file is uploaded, tick Shared if the file needs to be shared with the contact.

15. Tick Send Email to send the document immediately upon saving.

16. Click Save to save the transaction in the system. You can save this transaction as Draft or Ready.

17. Review the Email To, CC, Subject, Personal Message and Form Design.

Note: Email To will be auto-filled if you have set the email address in Contacts.

CC, Subject, Personal Message and Form Design will be auto-filled if you set the default in the company settings.

18. Once done, click on Save & Send.