Customer who made the payments in for the services or the goods rendered by the seller, this helps you in keeping track of the payments coming into your organization.

New Payment

Details which can be entered in New Payments are in three segments. Those are customer, payments and items.


  1. Go to Sales
  2. Click on Payment
  3. Then click on New Payment
  4. Click on customer field
  5. Select the customer from the dropdown menu


  1. Enter total amount
  2. Enter date by selecting from the calendar
  3. Enter the deposit by selecting from the dropdown menu
  4. If you need to withhold tax. Click on withhold tax
  5. Two fields should appear once clicked on withhold tax those are tax and tax account
  6. Update the tax from the dropdown. Tax will only appear if the tax was updated in settings
  7. Update the tax account from the dropdown menu
  8. Update the payment mode by selecting from the dropdown menu
  9. Give the reference
  10. You can upload documents by clicking upload filed

Line Items

  1. Once the customer is update
  2. Open invoice for that customer should appear
  3. Select the invoice you wish to update payment
  4. Once the invoice is selected, should be able to enter the tax and payment
  5. Click save to update the payment