How to Record a Payment on an Invoice

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Record Payment

This method lets you manually add to Zipi that you have received the payment for the invoice. To record  payment, follow the steps below. 

Note: This option is only available for unpaid invoices.
  1. On the Invoices page, click the invoice you want to charge the customer for

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  2. Scroll down and click Record Payment

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  3. This opens the Confirm Invoice Payment popup

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  4. You will need to enter the following:
    • Payment Mode
    • Amount
    • Payment Date
    • Ledger Account
    • Reference
  5. Once you have entered the details, click Continue
  6.  This will update the invoice status to Paid

Charging Customers 

This option lets you charge the customer using their credit cards. To charge a customer, follow the steps below. 

Note: This option is only available for unpaid invoices.
  1. On the Invoices page, click the invoice you want to charge the customer for

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  2. Scroll down and click Charge Customer

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  3. This opens the Charge Customer pop-up, where you can either use a stored card, or enter card details

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  4. The Stored Card tab will let you choose any credit cards you may have added to the customer's Contact card
  5. If you don't have any stored cards, you can enter the details manually through the Enter Card Info tab. You will be asked to enter the following:
    • Card Details
      1. First Name
      2. Last Name
      3. Card Number
      4. Card Code
      5. Expiration Month
      6. Expiration Year
    • Billing Address
      1. Address
      2. City
      3. State
      4. Zip Code
      5. Country

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  6. You have the option to store this card as well for future uses
  7. Once you have entered the details, click Continue
  8. This will update the invoice status to Paid

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