Payment Entry

Overview

A Payment Entry records that payment has been received from a customer or made to a supplier. It links the payment to the relevant invoice and updates the accounts accordingly.

Recording a Customer Payment

The fastest way is directly from the invoice:

1. Open the submitted Sales Invoice
2. Click Create → Payment Entry
3. Verify the Payment Type — should be Receive
4. Verify the Paid Amount
5. Select the Account Paid To — the Cola Solar bank account
6. Click Save then Submit

Creating a Payment Entry Manually

1. Go to Accounting → Payment Entry → New
2. Select Payment Type:
   • Receive — customer paying Cola Solar
   • Pay — Cola Solar paying a supplier
   • Internal Transfer — between Cola Solar accounts
3. Select the Party Type and Party (Customer or Supplier)
4. Enter the Paid Amount
5. Under References, link to the relevant invoice
6. Click Save then Submit

Partial Payments

If a customer pays part of an invoice:

1. Create a Payment Entry as above
2. Enter only the amount actually received in Paid Amount
3. The system allocates it against the invoice and leaves the remainder as outstanding

Overpayments are stored as unallocated credit against the customer’s account and can be applied to future invoices.

Viewing Payment History

Go to Accounting → Payment Entry and filter by Customer, Supplier, or date range to view all recorded payments.