Record a payment from a customer (Received cash)
Contacts → the customer → Received, or the sale preview → Record payment: choose the method, the amount, and which bills it settles (oldest first by default). The due drops at once and a receipt is numbered.
You need: Sale permission
- Open the customer in Contacts (or the sale in Sales) and press Received.
- Choose the payment method (Cash, UPI, bank, card) and type the amount.
- Leave the allocation on oldest first, or tick the bills it pays.
- Save. A receipt is numbered, the dues drop, and the money lands in the method's account.
Works on: the web app, Android, iOS.
Questions people ask
The customer paid more than they owe.
The extra is kept as their credit (a cash document on their account) and settles their next bill, or is refunded.
I recorded a wrong payment.
Open the receipt in the Ledger and Void it. The bills it settled reopen exactly.