Record Invoice Payment
Mark an invoice as paid, fully or partially, in AkountFly.
When a customer pays you, it's essential to record the payment against the invoice to keep your accounts accurate.
You have two options:
1. From the invoice: Use the Actions menu to select Record Payment.
2. From the AI Bank Transactions Center: Match a bank transaction to the invoice, which is recommended when the payment appears in your linked bank account.
Recording a full payment will mark the invoice as Paid and clear the receivable. For partial payments, the received amount is recorded, leaving the remaining balance outstanding.
Step-by-step
- 1Open the Invoice
Navigate to Invoices in the sidebar and select the relevant invoice.
Open the Invoice - 2Select Record Payment
In the Actions menu, choose Record Payment.
- 3Enter Amount and Date
The system auto-fills the full outstanding amount and today's date.
- 4Choose the Bank Account
Select the bank account where the payment was received.
- 5Save the Payment
This clears the receivable and posts a bank deposit journal.