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How can I track payments from invoices?

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Follow these steps to track payments from an invoice record:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Invoices module.
  4. Open an invoice record.
  5. Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
  6. Click the Deep Dive button on the top right corner of the Summary View.
  7. 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.
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