Adding payment to a customer invoice

Purpose: Adding payment details to Commusoft allows you to mark invoices as paid, providing a clear record of financial transactions.

Please note:

  • You can add a one payment for multiple invoices using a cash allocation.
  • If payment method chose as 'Debit card', then need to provide the card details.

Add new payment

In order to add a payment to an invoice, use the search bar to locate the job/invoice number you wish to add payment. Go to the 'Invoices' tab and click 'View'. 

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In 'Payment and allocation history', Click 'Add new payment' and add a new payment details.

Commusoft will auto-fill the total invoice amount. Please fill in the information accordingly. You may need to set up some nominal accounts and click 'Add payment'.

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To add one payment for multiple invoices you will need to add a cash allocation. 


Related guides: 

📘️Add cash allocation.