Help · Sales

How to record a payment from a customer

Record money received against one or more invoices so the invoice shows Paid or Partly Paid.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Open the invoice and click Record payment.
Check the Payment date and amount; choose Mode (bank, cash, UPI…).
Enter the Reference / UTR from the bank.
Under Settles, confirm which invoices this payment pays. Anything left over is kept as an advance.
Click Save and submit. The invoice status changes to Paid or Partly Paid.

If the customer deducted TDS, record the amount actually received; your accountant then posts the TDS with a manual journal so the invoice closes and the TDS shows as receivable.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.