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.