Zoho Inventory

Payments Received

Any payment that you receive from a customer can be recorded and applied across their various outstanding invoices. You can also view the payments recorded for the invoices.

View Payments Received

If you have already recorded payments from your customers, you can view them in the Payments Received module. Here’s how:

View payments received

Record New Payment

While recording a new payment from a customer, you can choose to split the amount received on their outstanding invoices either in full or in part.

Scenario: Patricia receives a payment of $500 from her customer, who has two outstanding invoices of value $300 and $450, respectively. Patricia can split the payment of $500 into $300 for the first invoice (full amount) and $200 for the second invoice (partial amount). So, the second invoice will still have a balance of $250 to be paid.

In the Record Payment page:

Record payments received 1 Record payments received 2 Payments received total

Edit Payment

You can edit the details of any payment received. Here’s how:

Edit payment received

Delete Payment

Delete payment received

Import Payments Received

If you already have a list of all the invoice payments from your customers, you can import them into Zoho Inventory in CSV, TSV or XLS format.

To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.

Import payments received 1 Import payments received 2 Import payments received 3