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Record a payment

What this is for

Mark that the customer paid (or you applied a credit) so invoices move from Unpaid toward Paid.

Concepts

New Payment is a receipt: Payment Method, amount, Date, and which invoices it covers.

Only methods you Enabled under Payment Methods appear. Card charging inside EpicBiz is a module, not this form.

Billing POS is required (same till idea as invoices).

You can open Payments on the customer, or from Invoices after you publish.

Before you start

  • At least one published invoice (or an Available credit to apply).
  • Payment methods reviewed.

Steps

  1. Open Clients → the customer → Payments, or Payments in the menu.
  2. Click the plus (Add Payment). You land on New Payment.
  3. Choose Payment Method and Billing POS. Enter Date. Reference Number if you have a check or transfer id.
  4. Optional: Send notifications by email.
  5. Allocate the amount to the open invoice(s) on the form (the unpaid list).
  6. Save. Invoice status moves to Partial payment or Paid as the totals require.

What happens next

Nothing else is required for a simple receipt. If you still need to ship, continue delivery jobs.

To see who still owes you: See who owes you money.

To undo a receipt: Refund a payment (trash Delete Payment).

If something looks wrong

  • You are not able to create invoice because you have no any Billing POS. (The payment screen reuses that message.) Add a POS.
  • The method is missing. It is Disabled on Payment Methods.
  • The invoice stays Unpaid. The allocated amount is less than Total Due, or you saved without applying to that invoice.
  • Automatic card charge failed. That is the card module / Failed payment status — fix the card setup, or record a manual payment here.