Record a customer payment

When a customer pays, record a receipt and apply it to their open invoices. mujez books the cash and reduces the receivable automatically.

Beginner4 steps~3 min

Before you start

Start a new receipt.

From Accounts Receivable, open Receipts and choose "New receipt".

Enter the payment details.

Choose the customer, the amount received, the date, the payment method, and the bank or cash account it landed in.

Apply the receipt to open invoices.

After saving the receipt, enter how much to apply against each open invoice. Any overpayment is kept as an on-account credit.

The payment is recorded.

The receipt shows its applications and the linked journal; each invoice’s balance due drops accordingly.