BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Receive Payment

Apply a customer payment against open invoices. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open the invoice → Receive Payment.
  2. Enter amount and deposit account.
  3. Apply; AR clears and cash increases.
GAAP note. Posts DR Cash / CR Accounts Receivable; partial payments leave the balance open.
Try it now
Recording script (for video producers) 
TITLE: Receive Payment  (target 2 min, Basic)
HOOK (0-5s): "Apply a customer payment against open invoices."
ON SCREEN: open /payments/receive
STEP 1 — say: "Open the invoice → Receive Payment."  (show the matching click)
STEP 2 — say: "Enter amount and deposit account."  (show the matching click)
STEP 3 — say: "Apply; AR clears and cash increases."  (show the matching click)
GAAP CALLOUT: "Posts DR Cash / CR Accounts Receivable; partial payments leave the balance open."
CLOSE: "That's it — you can try it now from the button below."