{"schema":"exacc.help.page/1","url":"https://exacc.au/help/record-customer-payment/","title":"Record a customer payment","description":"Record money a customer paid and allocate it to one or more invoices, in full or in part, including credit notes. Edit or delete a payment later.","category":"Invoicing & Payments","summary":"Open **Business › Sales › Payment**, choose the **Client**, enter the date, amount, method and account, then allocate the amount to their invoices with **Pay**, **Allocate in Order** or by typing amounts, and click **Save**. The whole amount must be allocated. Card payments through Stripe are recorded for you.","lastVerified":"2026-09-29","apps":["app","mobile"],"processIds":["record_invoice_payment"],"start":{"label":"Record a payment","url":"https://app.exacc.au/{dbId}/sales/new-payment"},"menuPath":["Business","Sales","Payment"],"before":["At least one **payment method** (Manage › Configuration › Payment methods), each with the account it usually goes to."],"steps":[{"step":1,"title":"Open New Payment","body":["Open **Business › Sales › Payment**. You can also start from an invoice (**Create Payment for Invoice**), from a row in Manage Invoices (**New payment**), or from Receivables (**Add Payment**); these fill in the client."],"url":"https://app.exacc.au/{dbId}/sales/new-payment","image":"https://exacc.au/help/record-customer-payment/step-1.png"},{"step":2,"title":"Enter the payment","body":[],"fields":[{"name":"Client","help":"shows how much each client owes. Their open invoices and credit notes appear below.","required":true},{"name":"Date","help":"the day the money arrived. Must be after your Accounts Lock date.","required":true},{"name":"Amount","help":"what they paid.","required":true},{"name":"Method","help":"e.g. EFT or card; fills in the Account from the method.","required":true},{"name":"Account","help":"the bank or clearing account the money went into.","required":true},{"name":"Note","help":"optional, e.g. the bank reference."}]},{"step":3,"title":"Allocate it to invoices","body":["**Paid all in full** sets the amount to everything owed and pays every invoice. **Allocate in Order** pays invoices from the top of the list until the amount runs out. **Pay** on a row pays that invoice (up to what is left), or type an amount in **Allocated** to pay part of it.","The footer shows **Amount to allocate**; it must reach 0. A partly paid invoice stays open for the rest."]},{"step":4,"title":"Save","body":["Click **Save** (or **Save & New** to enter another). Exacc confirms \"Payment saved successfully!\" and opens the payment."]}],"sections":[{"heading":"Paid more than they owe?","body":["Exacc only saves a payment that is fully allocated to invoices, so it cannot hold money on account yet. Allocate what matches open invoices and talk to your accountant about recording the difference."]},{"heading":"Changing or deleting a payment","body":["Open the payment (from **Payments History** on the invoice). You can change **Date**, **Method**, **Account** and **Note**, then click **Update**. The amount and allocations cannot be changed: **Delete** the payment and enter it again."]},{"heading":"Using a credit note","body":["A customer's credit notes appear in the list with negative amounts. Allocate them together with the invoice; see **Create and apply a credit note**."]},{"heading":"On the mobile app","body":["Open the invoice and tap **Payment**: enter **Amount Paid**, **Payment Date** and **Payment Method** and tap **Save Payment**. It pays that one invoice; for several invoices at once use the web."]}],"related":["https://exacc.au/help/invoice-payment-plan/","https://exacc.au/help/payment-history/","https://exacc.au/help/create-credit-note/","https://exacc.au/help/take-card-payments-stripe/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}