To keep track of payments received, follow these steps to enter collection details:

  • Go to the "Invoicing" tab and click on the "Collections" sub-tab.
  • Click the "New Collection" button to add a new collection entry.
  • Select the appropriate Account name and Contact using the respective fields.
  • Enter the collection Date and any additional Notes, if needed.
  • In the "For Invoice" field, you'll find a dropdown menu containing a list of pending invoices. Choose the invoice against which the payment was received.
  • Input the Amount received in the designated field.
  • Finally, click the "Save" button to store the collection details.

Upon completion, the collection details will be saved, and you'll be able to view the invoice amount, collection amount, and any pending amount in the invoices list.

To efficiently update collection amounts for multiple invoices, follow these steps:

  • Select an invoice from the "For Invoice" field and enter the corresponding amount.
  • In the next row, choose another invoice from the "For Invoice" field and input its respective amount.
  • Repeat this process for each additional invoice you want to include in the collection.
  • Once all the necessary invoices and amounts are entered, click the "Save" button.
  • The payment will now be allocated to multiple invoices, and the collection details will be updated accordingly.