Recording a payment

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

1. 0:02

   A payment is always attached to an invoice

   That is what lets the hall see at a glance who still owes money.

2. 0:04

   Open Payments from the menu

3. 0:06

   Choose New payment

4. 0:09

   Choose the invoice being paid

   The amount outstanding comes across with it.

5. 0:12

   Put in how much arrived

   Part payments are fine - record each one as it comes in.

6. 0:14

   Say how they paid

   Cash, BACS, cheque, or a card payment taken through the system.

7. 0:18

   Add a reference if you have one

   Whatever helps you match this against your bank statement.

8. 0:20

   Set the date it arrived

9. 0:25

   Save the payment

10. 0:29

    The invoice is settled

    If the payment covered the full amount, the invoice moves itself to paid.

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