Steps
- Open Receive Payment. In the sidebar, open Sell and click Receive Payment. You need permission to add sell or purchase payments.
- Find the customer. Type in Search by invoice number, customer name, company or phone, for example an invoice number or a phone number, and pick the match.
- Review open invoices. The customer box shows Total due and each open invoice with Invoice #, Date, Age in days, Total, Paid, Balance due and Status.
- Record the payment. Click Record payment on the invoice being paid. Enter the Amount, Paid on date and Payment Method, a Payment Account if you use them, and a Payment note.
- Save. Save the payment. A part payment leaves the invoice open for the balance; a full payment closes it.
- Repeat for other invoices. Record a payment on each invoice the customer is paying. When nothing is owed, the box says the customer has no open invoices.
With QuickBooks
If you use the QuickBooks module, payments you record here go to QuickBooks with your other payments, and a part-paid invoice stays open for the balance there too. Without the module, the payment is recorded in SeroPOS only.
Other ways to take a payment
You can also use Add payment on the invoice page from All Sales, or collect a balance from the customer's ledger under Contacts. Receive Payment is the quickest when a customer phones to pay several invoices.
Frequently asked questions
Can I take a partial payment on an invoice?
Yes. Enter less than the balance and save. The invoice stays open with the remaining Balance due and shows as Partial in All Sales. Record the rest when it arrives.
How do I see how old an unpaid invoice is?
Search the customer on Receive Payment. The Age column shows how many days each open invoice has been outstanding, next to its balance due.