How do I record a payment on a tailoring invoice and follow the balance?

In tailoring it is usually a deposit at the order and the balance at collection, and what goes missing is the balance when a customer takes the garment and walks off.

Steps

1. Open the invoice — Figure 1 — and in the payments box press the add button.
2. Enter the amount, the payment date and the payment method.
3. For a cheque, enter its number, date and due date, and track its status.
4. Save; the paid figure updates and a fully paid tag appears once the amount is complete.
5. To follow all collections, open Invoice payments — Figure 2 — and filter by period and customer.
6. From Tailoring invoices, filter by payment status to see who still owes.

Notes

• Collect the balance before handing the garment over, not after; what leaves the shop is hard to collect.
• Enter the real payment date, not today’s; cash reports are built on it.
• Track cheques by their due dates and do not treat one as collected the moment you receive it.
• Print the receipt for the customer; it is the simplest way to prevent an argument about the deposit.