Sales & getting paid
Recording customer payments
Record a check, cash or transfer against one or more invoices, and where the money goes.
- 1Open the invoice and click Receive payment, or go to Sales → Receive Payment.
- 2Enter the date, amount, payment method and reference (e.g. the check number).
- 3Choose Deposit to: a bank account if the money went straight in, or Undeposited Funds if you'll take several checks to the bank together.
- 4Save. The invoice becomes Partial or Paid, and Accounts Receivable goes down.
Undeposited Funds
Payments in Undeposited Funds wait until you group them on a bank deposit. This makes your books match the single deposit your bank shows.
Payments made online through the invoice's Pay now link are recorded automatically and the invoice is marked paid.