Payments Received
Record customer payments against sales invoices.
Overview
Record a payment against an invoice, or use Batch Record Payments to apply many at once. A mode of payment is required every time.
When to use payments received
- A customer pays.
Step by step
In the Sales module open Sales in the green navigation bar, then choose Payments Received under Invoicing.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Debits the bank or cash account and credits receivables.
What you see on the screen
- Actions on the screen: Batch Record Payments, Record Payment.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.payment.create
- sales.payment.read
- sales.payment.update
Automation
- Emits sales.payment.received so CRM and notifications can react.