Paying an Invoice in Full or Partially or Allocating a Payment Across Multiple Invoices

Recording payments in Wafeq allows you to document the amounts received from your customers against their sales invoices. A payment can be made in full, partially, or applied across multiple invoices for the same customer.

The appropriate payment method depends on the actual payment scenario, such as:

• Receiving the full amount at once

• A prior agreement to pay the invoice in two or more installments

• Settling multiple outstanding invoices with a single bulk payment

This guide walks you through the steps to record each case, and how to use the available options like manual or automatic allocation of the payment.

Recording a Payment via Customer Payments

When you receive a payment from a customer toward one or more invoices, you should use a Customer Payments to document the transaction.

To record the payment:

1. Go to "Sales" from the main menu

2. Click on "Customer Payments"

3. Click the arrow next to the "Record Payments" button

4. From the dropdown, select "Invoice Payment / Advance"

Fill out the Customer payment form as follows

• Customer: Select the customer name

• Paid through: Choose the bank account or cashbox receiving the payment

• Amount received: Enter the payment amount (e.g., 1,000)

• Date: Select the payment receipt date

• Payment type: Make sure to select Invoices Payment

Paying an Invoice in Full

To pay a single invoice in full:

Click "Add unpaid invoices" to view the list of the customer's unpaid invoices

Select the invoice to be paid

Make sure the amount being paid matches the value entered in the "Amount received" field

Click "Add"

You’ll see the paid amount applied, and the Remaining amount becomes zero.
You can download the receipt as a PDF or click "Save" to finalize the entry.

Paying an Invoice Partially

Click "Add unpaid invoices and choose the invoice you want to partially pay

Make sure the "Amount received" is less than the invoice total

Click "Add"

The system will show the applied amount and the Remaining balance on the invoice.
You can then download or save the payment as needed.

Allocating a Payment Across Multiple Invoices

To split a single payment across multiple invoices:

Click "Add unpaid invoices" to see all unpaid invoices for the customer

Select the invoices you want to pay in full or partially

Click "Add"

Ensure the total applied amount equals the Amount received

• If the total of the selected invoices is more than the amount received, you can partially pay some or all of them.

• If the total matches, amounts will be balanced automatically. You can Review and manually adjust each payment amount

• Or click "Auto Apply" to distribute the amount starting with the oldest due invoices

You may also enter payment amounts manually in the input fields next to each invoice.