How do I add a payment to an invoice?

How do I add a payment to an invoice?

Written by Morgan Nouet
Last update: Wednesday, Jun 12, 2019

Sellsy allows you to record payments received from customers in the settlement of invoices.

You can settle an invoice with one or more payments (or settle a number of invoices with a single customer payment).

To do this, from the preview of your invoice, click Enter payment:

In the next window, you can specify the payment form, and add notes and references (such as the check number for example).

If unsettled payments exist for the customer, they will be displayed at the top of the window. You can easily link them if needed.

By default, the payment is settled. If it is a partial payment, uncheck the box to enter the amount of the payment.

You can automatically send a thank you email to your customers if you wish.

You can also directly specify the bank deposit (if you group payments for deposit, use the grouped deposit feature [see the FAQ section on the topic]).

At any time, you can access the list of payments for the document by clicking on Payments list:

In the window that appears, you can edit or delete the document payments.

Important Note: If you want to use installments for payment invoices and quotes, consider using the function down payment invoices, available from the estimate overview (or preview of your quote).

Managing suppliers and client payments

18 articles in this category.
Written by Morgan Nouet.