Who can do this
A finance-authorised administrator.
Steps
- Open the Account area and choose Record received payment or Record payment.
- Enter the amount and check which invoice it belongs to.
- For a credit, open an issued invoice and choose Credit original invoice, then Issue credit.
What to expect
The payment allocation or linked credit appears in the account.
Before you rely on it
Recording a payment does not take money from a bank. Credits apply to issued invoices.