Recording Payments & Charging Customers for Invoices

In this article, we will look at how to:

• Record a Payment
• Charge a Customer

Record Payment

This method lets you manually add to SkySlope Books that you have received the payment for the invoice. To record payment, follow the steps below.

Note: This option is only available for unpaid invoices.

1. In the left menu, navigate to Sales (A/R).
2. Then go to the Invoices section.
3. On the Invoices page, click the invoice for which you want to record a payment.

4. Once the Invoice is open, scroll down and click Record Payment.

5. This opens the Confirm Invoice Payment pop-up.

You will need to enter the following:

• Payment Mode
• Amount
• Payment Date
• Ledger Account
• Reference

6. Once you have entered the details, click Continue.

7. This will update the invoice status to Paid.

Charging Customers

This option lets you charge the customer using their credit cards. To charge a customer, follow the steps below.

Note: This option is only available for unpaid invoices.

1. In the left menu, navigate to Sales (A/R).
2. Then go to the Invoices section.
3. On the Invoices page, click the invoice for which you want to charge a customer.

4. Scroll down and click Charge Customer.

5. This opens the Charge Customer pop-up, where you can either use a stored card or enter card details. 

6. The Stored Card tab will let you choose any credit cards you may have added to the customer's Contact card.

7. If you don't have any stored cards, you can enter the details manually through the Enter Card Info tab. You will be asked to enter the card details and billing address.

8. You have the option to store this card as well for future uses.

9. Once you have entered the details, click Continue.

10. This will update the invoice status to Paid.

Updated January 04, 2024 21:27