How do I record a payment against a repair invoice?

The payment is recorded against the invoice itself, and from those payments the collections list and the customer balances are built.

Steps

1. Open the approved invoice, then the Payments tab — Figure 1.
2. Press the payment button and enter the amount, payment date, payment method and a reference if there is one.
3. Press Save payment; the invoice’s paid and remaining figures update at once.
4. Print the receipt and hand it to the customer.
5. To follow all collections, open Workshop → Payments — Figure 2 — which shows the total collected with filters by customer and period.

Part payments

You can record more than one payment against the same invoice — a deposit at drop-off and the balance at delivery — and the remaining amount stays visible until it is settled in full.

Notes

• A payment cannot be recorded against an unapproved invoice, so approve it first.
• Enter the real payment date, not today’s; cash reports are built on the receipt date.
• Deleting a payment posts a reversal entry, so only delete for a genuine mistake.
• An invoice with payments on it cannot be cancelled until those payments are removed.