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    Receive a Payment when posting a Customer Invoice

    Customers who are on 'Cash Sales' payments terms are required to make payment at the time the invoice is issued and posted.

    When a Cash sale invoice is posted, the confirmation window includes payment fields to receive the payment.

    Invoice details copy through to the payment fields and are available to edit.

    • The Payment Date is set to the date of the invoice and is editable only on the invoice.
    • Multiple payment methods can be made using +Add payment.
    • The Variance must be $0 to confirm the payment.

    When all details are correct, select Confirm to post and pay the customer invoice.

    A new payment is created and is viewable either in the Customer > Payments screen (filtered by Customer account), or within the customer account on the Enquiry > Payments tab.

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