Creating and Submitting a Payment Entry
This guide walks you through recording a payment received from a customer and submitting it to finalize the transaction in your accounting records.Prerequisites
- At least one customer exists in your system
- You have access to the Accounting module
1
Open the new Payment Entry form
Navigate to
/app/accounting/payment-entry/new or go to Accounting > Payment Entry and click the New button. Wait for the form to fully load before proceeding.2
Set the payment type
Click the Payment Type dropdown and select Receive. This indicates that your business is receiving money from a customer.
3
Enter the customer name
In the Party field, type the name of the customer making the payment — for example,
Test Customer. Begin typing to search for an existing customer record.4
Enter the payment amount
In the Paid Amount field, enter the amount received — for example,
1000. Make sure the value reflects the exact amount being recorded.5
Save the payment entry
Click the Save button. The form will save and the URL will update to reflect the new record’s ID, confirming it has been created successfully.
6
Locate the saved payment entry
Navigate to Accounting > Payment Entry to view the list of all payment entries. Find and click the row corresponding to the entry you just created to open it.
7
Submit the payment entry
Click the Submit button. If a confirmation dialog appears, click Submit, Confirm, or Yes to proceed. Once complete, the record will display a Submitted status.
Payment entries follow a document lifecycle: they are first saved in Draft status, then finalized by clicking Submit. A submitted payment entry cannot be edited directly — you must cancel it first if corrections are needed.