How to Record a Payment on an Invoice?

You can record a payment on any approved invoice in Wafeq to document the amounts received from the customer and update the invoice status.

Steps to Record a Payment

1. Go to "Sales" from the main menu and click on "Invoices".

2. Ensure the view mode is set to "Sheet" and search for the invoice you want to record the payment on.

3. Go to the "Payments" column and click the "+ Record Payment" or Pay button.

4. Enter the required details:

   • Amount paid

   • Paid through (Cash, Bank Account, Credit Card...)

   • Payment date

   • Any additional notes (if applicable)

5. Click "Save".

Notes:

• After recording the payment, the invoice status is automatically updated to "Paid".

• A payment on the invoice can be used to settle the invoice partially or fully.

• You can complete the payment process by adding an "Invoice Payment" from Customer Payments.