Recording a payment

When the customer pays, you record the payment on the invoice. AdBooks then updates the balance and the status. In this guide, we record the payment of an advance invoice.

1. Opening the invoice

1. Open the invoice list.
2. For the advance invoice, click More, then Preview.
3. Click Record a payment.

2. Payment details

For a partial payment, enter a smaller amount. The invoice then stays partially paid.

1. The payment date is today. Change it if needed.
2. The amount is already filled in. For a partial payment, enter a smaller amount.
3. Choose the payment method.
4. Add a note if you like.
5. Click Add Payment.
6. Done. The invoice is marked as paid.

Summary

Invoices → More → View → Record payment → date, amount and method → Add payment

What's next

Next guide: Final invoice (deduct advances).