Record money you received from a customer

Steps

1. 1

   Step 1: Open Money received

   Choose Money → Money received (or Mark as received from Money to Collect).
2. 2

   Step 2: Pick the customer and amount

   Search for the customer, then enter the Amount, the Date and where it was Received in — the till or bank account the money went into.
3. 3

   Step 3: Say what the payment is for

   Choose Against invoice to settle bills, or Advance if no bill is due yet.
4. 4

   Step 4: Settle it against bills

   Under Settle against invoices, tick the bills this payment covers. Any amount left over stays on the customer’s account until a later bill is settled.
5. 5

   Step 5: Attach proof and save

   Add a screenshot, receipt or bank advice as payment proof if you like, then save the receipt.