How to Manage Customer Payments

To record a customer payment:

1. Navigate to Finance > Sales > Payments
2. Press the Record payment button
3. Select a customer from the dropdown list
4. Enter a payment amount
5. Adjust the invoices to be paid by selecting or unselecting the checkboxes on the left side of each invoice row
6. Confirm the other payment details: method, notes (optional), date, and account (only required if using Silo Accounting)
7. Press Record payment

To edit a customer payment:

1. Adjust the filters or search as needed to locate the payment in the table
2. Press the 3 vertical dots on the right side of the row and select Edit payment details—this opens a window where you can edit the date, payment method, check number, and notes

To print a payment receipt:

1. Adjust the filters or search as needed to locate the payment in the table
2. Press the value in the payment ID column to print the receipt

Note that if the payment was made via customer payment portal and included a convenience fee for paying with a card, this will be reflected on the receipt. As a receipt, the total shown on the receipt may not match the amount you see on the Payments screen.