Collect a Payment

This article explains how to record a customer payment against a sales invoice in Qoyod, whether the payment is full or partial.

Path in Qoyod

Sales › Invoices › Pay

Steps

1. From the Sales menu, open Invoices.
2. From the invoice options, click Pay.
3. Fill in the payment collection page fields (see the next section).
4. Click Save to record the payment.

Payment collection fields

• Voucher Number: a unique sequential number for archiving the payment, made of letters and digits.
• Party Name: the customer the payment was received from.
• Account: the account affected by the payment. For example: Cash for a cash payment, or Bank for a bank transfer.
• Description: you can add a reference such as the transfer number.
• Date: the date the amount was received.
• Total Amount: the amount received. It can be the full invoice value or a partial payment.
• Remaining Balance: calculated automatically as invoice amount minus amount received.

Partial payment

When part of the amount is collected, the invoice shows:

• The total amount due.
• The amount paid and the date it was collected.
• The total remaining balance on the customer.