Record Payment In (Receive Payment)
Payment In is used when you receive money from a customer outside of an invoice — for example, when a credit customer pays off an outstanding balance, when you receive an advance payment before delivery, or when a customer makes a partial payment toward their outstanding amount. This is separate from recording payment during invoice creation. Every Payment In entry reduces the customer's outstanding (receivable) balance and is recorded in their party ledger. Stock Register supports multiple payment modes including Cash, Bank Transfer, UPI, and Cheque. Use Payment In to maintain accurate customer balances and a complete payment history.
Steps
- Navigate to Sales > Payment In from the sidebar.
- Click "+ Payment In" to open the payment form.
- Select the Customer making the payment — their current outstanding balance is shown for reference.
- Enter the Amount Received from the customer.
- Select Payment Mode: Cash, Bank Transfer, UPI, Cheque, or other available modes.
- Set the Payment Date (defaults to today, editable for back-dated entries if allowed in Entry Settings).
- Add optional Remarks or Reference Number (e.g., cheque number, UPI transaction ID, bank reference).
- Select the Store if you have multiple stores and want to track store-wise cash flow.
- Click "Save" to record the incoming payment. The customer's outstanding balance is reduced immediately.
Tip: You can also record payments directly while creating a sales invoice by entering the payment amount in the Payment field. Use Payment In for payments received separately — like when a credit customer returns later to pay off their balance.
Common Questions
While creating a sales invoice, enter only the amount received in the Payment Amount field. The remaining balance is automatically tracked as outstanding against that customer. When the customer pays more later, use Sales > Payment In to record the additional payment. You can make multiple Payment In entries until the full balance is settled. The customer's total outstanding balance is always visible in their party profile.
Payment on an invoice is recorded at the time of creating a sales invoice — it's part of the invoice itself. Payment In is a separate entry used to record payments received outside of invoice creation — such as when a credit customer pays off their outstanding balance later, when you receive an advance payment before delivery, or when a customer makes a partial payment. Both reduce the customer's outstanding balance and appear in their party ledger.
Stock Register supports Cash, Bank Transfer, UPI, and Cheque as payment modes for Payment In entries. You can set a default payment mode in Settings > Entry Settings. Each payment is tracked separately with its mode, making it easy to reconcile your cash and bank records.
Yes, use Payment In to record advance payments from customers. This creates a credit balance for that customer. When you later create a sales invoice for them, the advance amount is already reflected in their balance. The customer's payment history is maintained in their party ledger.
You can view all Payment In entries from Sales > Payment In in the sidebar. You can also see them in the All Entries section (filtered by Payment In type), in the customer's party profile under their transaction history, and in the Party Ledger report.
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