Record payments and issue credit notes

Record money you received

1. Open Finance → Invoices and choose the invoice.
2. Select Record payment. Enter the amount received, date and method. Add a bank or receipt reference where you have one.
3. Save and check the payment history and outstanding balance. A partial payment leaves a balance due. When the balance is covered, the invoice shows Paid.

For example, if you received R400 on a R1,000 invoice, record R400 and verify that R600 remains due.

Issue a credit note

Use a credit note when you need to reduce a charge for a return, discount or correction.

1. Open the original invoice and choose Credit this invoice or Credit note, as shown in the invoice actions.
2. Enter the reason and the amount or lines to credit. Review Apply to this invoice if you intend to reduce that invoice’s balance immediately.
3. Save, then verify the credit note number and balance in the invoice history. Download its PDF if you need to send it to the customer.

If your accounting integration is connected, check that the corresponding record synced. If you are unsure which correction your books need, confirm with your finance team before posting it.