Inventory
How to I record payments made by my customers?
You can record payments or charge your customer for the purchase manually. To do so:
- Click on the Invoices tab on the side bar.
- Select the preferred invoice.
- Click on the Record Payment button.
To manually record payment:
- Select the record payment option in the drop down.
- On doing so, a pop up for recording the payment opens up. Fill up all the details and click Save, to record it.
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You can also choose to send an automated thank you note to the customer by checking on the box near the Send a “thank you” note for this payment field.