Customer Payments

Record amounts received from or paid to a customer as general vouchers against the customer's balance — no need to link them to a specific invoice (though optional linking is available).

Go to Payments → Customer Payments and click Create:

Fields

• From Customer: (required) the customer this voucher relates to.
• To Account: (required) the treasury account (cash/bank/e-wallet) the movement is recorded against.
• Link Type: None (default), Sale Invoice, or Sales Return.
  • Choosing Sale Invoice or Sales Return reveals a picker (restricted to the selected customer's invoices/returns) plus a fill remaining amount button that instantly fills in the outstanding balance on the invoice (or the net refund for a return).
• Amount: (required).
• Notes: optional free text.
• Reference Number: optional, for a bank receipt or external reference.
• Payment Type: (required) Receive from Customer (default) or Pay to Customer.
• Payment Date: (required) defaults to the current time.
• Payment Number: auto-generated with a CPAY prefix, shown only after saving.

Notes

• Payment logic is intentionally simple: every voucher is recorded as a general movement that updates the customer's balance directly, whether or not it's linked to an invoice.
• To see how these vouchers affect the customer's balance over time, see Customer Balance Statement.
• For supplier-side vouchers, see Supplier Payments.