Record a payment

Goal: Record money a customer has paid against an invoice, so your accounts and their balance stay accurate.

The easiest way is to create the payment straight from the invoice.

Steps

1. Open the invoice

In the sidebar open Selling or Accounting, select Sales Invoice, and open the paid invoice.

2. Create the payment

Use Create → Payment (on a submitted invoice). Paldo BOS opens a Payment Entry pre-filled with the customer and outstanding amount.

3. Fill in the details

Choose the account the money came into (Bank or Cash), confirm the paid amount (full or partial), and add a reference number and date.

4. Submit

Select Save, then Submit. The invoice’s outstanding amount goes down — to zero for a full payment, marking it Paid.

Without an invoice

You can also create a Payment Entry directly — choose Receive, the Customer, and the accounts. Useful for advances.

You’re done when…

The invoice shows a reduced (or zero) outstanding amount.