Recording Payments

You can record the payments across the various sections where applicable by following the steps below.

In the following example, we are showing you how to record payment on an invoice. You can follow similar steps across other sections.

1. Navigate to Finance > Invoices on the Navigation Menu.

The Invoices page is displayed.

2. Click View in the dropdown list in the row of the invoice under the Options column.

The Invoice Details page is displayed.

You can click RECORD PAYMENT here or follow step 3 to record the payment.

3. Click Record Payment in the dropdown list in the row of the invoice under the Options column.

The Record Payment dialog is displayed.

4. Enter/ select the required values in the fields. Refer to the table below for field descriptions and example values.

Note: All fields marked with an asterisk (*) are mandatory/required fields.

Field	Description	Example Value
Payment Date	The date of payment on the invoice.	4/12/2023
Payment Amount	The autogenerated amount on the invoice that is to be paid.	KWD 35
Payment Method	The options to select the payment method such as Cash, Knet, Visa/Master Card, Cheque, Bank Transfer, and Payment Request for Terms Fees.	Cash
Reference#	The reference number of the payment done for this invoice.
Note	The message/notes related to this payment record.	This is a cash payment.
Attachments	Any document or receipts associated with this payment.

5. Click ADD.

The payment is recorded.