Follow these steps to track payments from an invoice record:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Invoices module.
- Open an invoice record.
- Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
- Click the Deep Dive button on the top right corner of the Summary View.
- Check the Received and Balance fields to know the status of the payment.
These particular fields get updated in an invoice record whenever a payment is completed.
- Received: This field gets automatically updated to the amount that has been paid.
- Grand Total: The amount that you have received through the payment process is displayed in the Grand Total field.
- Balance: The remaining amount that the customer owes you is displayed in this field.
To know more about Payments, click here