How to make Payment against Sales Invoice

A payment against a Sales Invoice records money received from a customer and links it to the correct invoice, reducing the invoice’s outstanding balance.Open the Sales Invoice you want to receive payment for.

1. Click Create at the top-right of the invoice.
2. Select Payment from the dropdown menu.

3. A new Payment Entry will open.
4. Confirm the payment details:

• Payment Type: Receive, Pay or Internal Transfer
• Company
• Posting Date
• Mode of Payment

5. Check the customer details:

6. Check Accounts & Amount Section
7. Accounts:

• Account Paid From: Customer receivable account (e.g., Accounts Receivable USD)
• Account Paid To: Where money is received (e.g., Cash/Bank)
• Currencies: Confirm both From (USD) and To (KES)
• Review balances for accuracy

8. Amount

• Enter Paid Amount (USD)
• System calculates Received Amount (KES) using exchange rate
• Verify:
  • Exchange Rate
  • Converted Amount (KES)

9. Review any taxes and charges, deductions, or reference details if applicable.

14. Click Save, then Submit to confirm the payment.