invoices

How to record a payment?

You would want to record a payment when you’ve directly received the payment for the subscription from the customer. This way you can keep track of the payment receive offline.

To record a payment,

  • Go to the Customers module and select the customer for whom payment has to be recorded.
  • Click the More drop-down on the top right corner and select the Record Payment option.
  • Enter the Amount Received, Payment Date and choose an appropriate Mode of Payment from the list or create a new one by clicking on + Configure Payment Mode.
  • You can distribute the amount received among multiple invoices.
  • Ensure that the amount received is equal to the net amount applied to invoices.
  • Add notes if you want to about the payment and click Save.
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