Help Center

Receiving Payment Against Unpaid Invoices

To receive payment against unpaid invoices, follow these steps.

Step 1 : Login to your AltheaSuite account.

Step 2 : From main menu options, navigate to Sales –> Receive Payments 


Step 3: Click +New.


Step 4 : Select the customer from whom you want to receive a payment. The moment you select the customer, the system will list all the pending invoices of this customer.

Step 5 : Select the invoice entry against which you to receive the payment.

Step 6 : Select the payment mode and enter the payment received in the Amount field. 

Step 7 : Review the payment details and click on Create

 

Receiving Payment in Multiple Payment Mode

Let us take a scenario where the customer is paying a partial amount by Cash and remaining through Card.

Step 1 : Select the sales invoice against which you are receiving the payment.

Step 2 : Select payment mode Cash and enter the amount received by Cash in the Amount field.

Step 3 : Now, select on Card and enter the remaining amount that customer will pay from Card. You will see the summary of the transaction on the right side of the screen.

Step 4 : Click Create to complete the payment

 

Receiving Partial Payment 

For example, Sales Invoice total pending amount is $ 1,000 and the Customer is paying $ 500. 

Step 1 : Select the sales invoice against which you are receiving the payment.

Step 2 : Enter amount received in Adjust Pending Amount field.

Step 3 : Select the payment mode and click  button this will populate the adjusted amount.

Step 4 : Click Create to complete the payment.

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