Purpose: Adding payment details to Commusoft allows you to mark invoices as paid, providing a clear record of financial transactions.
- 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'.
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'.
To add one payment for multiple invoices you will need to add a cash allocation.