Record a payment and create a receipt

Enter payment details

Open Payments and create a record with contact, payment date, amount, method, reference and notes. Supported methods include cash, bank transfer, card, cheque, e-wallet, PayPal and custom methods.

Allocate the payment

Select one or more open invoices and allocate some or all of the payment amount. Partial allocations update invoice balances while the unused value remains unallocated.

Review the saved payment

Confirm the applied and unallocated values from the payment detail. Correct editable information before generating customer-facing output.

Create the receipt

Open Payment receipt, select a receipt template and review the preview. Export, print, share or send the PDF when an eligible email integration is active.