Recording a Payment on an Invoice

When a customer pays an invoice, you need to record that payment in Acusheet to mark the invoice as settled and update your accounts.

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How to Record a Payment

1. Go to Sales → Invoices
2. Open the invoice you want to record payment for
3. Click the Record Payment button
4. Fill in the payment details
5. Click Save

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Payment Fields

Field	Required	Description
Payment Date	Yes	The date the payment was received
Amount	Yes	Amount received. Defaults to the full outstanding balance. Can be less for partial payments.
Payment Account	Yes	The bank or cash account the money was deposited into (e.g. "Main Bank Account")
Payment Mode	No	How they paid — bank transfer, cash, cheque, card, etc.
Reference	No	Bank reference or transaction number for reconciliation
Notes	No	Internal notes about this payment

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Partial Payments

If a customer pays less than the full amount:

1. Enter the amount actually received (not the full invoice total)
2. Click Save
3. The invoice status changes to Partially Paid
4. The remaining balance is still tracked

You can record another payment later for the remainder.

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What Happens in the Books

When a payment is recorded:

1. Bank / Cash account is debited (money comes in)
2. Accounts Receivable is credited (the debt is reduced)
3. The invoice status updates automatically
4. The contact's outstanding balance decreases

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Viewing Payment History

On any invoice, scroll to the Payments section to see:

• All payments recorded against this invoice
• Date, amount, and account for each payment
• Outstanding balance remaining

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Deleting a Payment

If you recorded a payment by mistake:

1. Open the invoice
2. In the Payments section, click the delete icon next to the payment
3. Confirm deletion

The invoice status and balances revert automatically.

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Frequently Asked Questions

What if my customer overpaid?
Record the full amount received. The overpayment will show as a credit against the invoice. You can either refund the difference or apply it to the next invoice using a Credit Note.

Can I record a payment in a different currency?
If the invoice is in a foreign currency, the payment is recorded in that currency with an exchange rate. Any difference between the invoice rate and payment rate is posted as a foreign exchange gain or loss automatically.

What account should I select for the payment?
Select the bank or cash account where the money landed. If you received a bank transfer, choose your main current account. If paid in cash, choose your petty cash or cash on hand account.

Can I record multiple payments for one invoice?
Yes. Keep recording payments until the invoice is fully paid.