Complete guide to recording customer payments and tracking collections
Start NowOpen Payment Receipt → Select customer → App shows all unpaid/partially-paid invoices with amounts due.
Example: Customer "ABC Ltd" has 3 unpaid invoices: INV-001 (₹50k due), INV-005 (₹30k due), INV-012 (₹20k due). Total outstanding: ₹1L
Enter amount received. Select payment mode: Cash, UPI, Bank Transfer, Cheque, Card. Add mode-specific details.
UPI Payment:
Amount: ₹50k | Mode: UPI | App: GPay | UTR: 123456789012
Cheque Payment:
Amount: ₹50k | Cheque #: 456789 | Bank: HDFC | Date: 15-Dec-2024
Select which invoice(s) to apply payment against. App calculates balance automatically.
Full Payment: Customer pays ₹50k. Apply to INV-001 (₹50k due). Invoice marked PAID ✓
Partial Payment: Customer pays ₹30k toward INV-001 (₹50k due). Receipt shows: Paid ₹30k, Balance ₹20k
Multiple Invoices: Customer pays ₹80k. Apply ₹50k to INV-001 (PAID), ₹30k to INV-005 (PAID). Both cleared!
Generate professional receipt PDF. Send to customer via email/SMS/WhatsApp. Customer has payment proof immediately!
Done! Payment recorded. Invoice balance updated. Receipt sent to customer. Books updated automatically!
Customer pays ₹1L advance before order. Create advance receipt. Later when invoice created, system auto-adjusts ₹1L advance. Customer pays balance only!
Invoice ₹1L. Customer pays 3 installments: ₹40k (Receipt #1), ₹30k (Receipt #2), ₹30k (Receipt #3). System tracks all, marks invoice PAID after final payment!