Payments Received | User Guide

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class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="payments-received">Payments Received</h1> <p>Any payment that you receive from a customer can be recorded and applied across their various outstanding invoices. You can also view the payments recorded for the invoices.</p> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#view-payments-received">View Payments Received</a></li> <li><a href="#new-payment">Record New Payment</a></li> <li><a href="#edit-payment-received">Edit Payment</a></li> <li><a href="#delete-payment-received">Delete Payment</a></li> <li><a href="#import-payments-received">Import Payments</a></li> </ul> </div> <h3 id="view-payments-received">View Payments Received</h3> <p>If you have already recorded payments from your customers, you can view them in the Payments Received module. Here鈥檚 how:</p> <ul> <li>Go to the sidebar and click the <strong>Payments Received</strong> module.</li> <li>Click on a payment receipt to view its details.</li> </ul> <img alt="View payments received" src="/inventory/help/images/payments-received/view-payments-received.png" width="800" /> <hr> <h3 id="new-payment">Record New Payment</h3> <p>While recording a new payment from a customer, you can choose to split the amount received on their outstanding invoices either in full or in part.</p> <div class="tips-scenario"><div class="tips-scenario-img"></div> <p><b>Scenario:</b> Patricia receives a payment of $500 from her customer, who has two outstanding invoices of value $300 and $450, respectively. Patricia can split the payment of $500 into $300 for the first invoice (full amount) and $200 for the second invoice (partial amount). So, the second invoice will still have a balance of $250 to be paid.</p> </div> <ul> <li>Go to the <strong>Payments Received</strong> module on the sidebar.</li> <li>Click the <strong>+New</strong> button on the top-right corner.</li> </ul> <p>In the Record Payment page:</p> <ul> <li>Select the customer from whom you’ve received the payment.</li> <li>Enter the total amount received in the <strong>Amount</strong> field, or, click the <strong>Pay full amount</strong> checkbox to record the full outstanding payment for the customer.</li> <li>Choose the account to which the payment should get <strong>deposited to</strong>.</li> </ul> <img alt="Record payments received 1" src="/inventory/help/images/payments-received/record-payments-received-1.png" width="550" /> <ul> <li>Split the amount received from the customer (entered in the Amount field) among the outstanding invoices.</li> <li>Click <strong>Clear applied amount</strong> to clear all the amount entered.</li> <li>Click <strong>Pay in Full</strong> to auto-fill the Payment field with the entire amount due for each invoice.</li> </ul> <img alt="Record payments received 2" src="/inventory/help/images/payments-received/record-payments-received-2.png" width="800" /> <ul> <li> <p>You can view the amount used for payments and the available balance (amount in excess) in the <strong>Total</strong> section.</p> <ul> <li><strong>Amount Received:</strong> Total amount received from the customer.</li> <li><strong>Amount used for payments:</strong> Amount applied on the invoices.</li> <li><strong>Amount in excess:</strong> Any excess payment by the customer, i.e. the amount that is not applied on the invoices.</li> </ul> </li> <li> <p>Add notes and attach files for the payment. You can also send a thank you note to the customer for the payment.</p> </li> <li> <p>Click <strong>Save</strong> at the bottom of the page.</p> </li> </ul> <img alt="Payments received total" src="/inventory/help/images/payments-received/payments-received-total.png" width="400" /> <hr> <h3 id="edit-payment-received">Edit Payment</h3> <p>You can edit the details of any payment received. Here鈥檚 how:</p> <ul> <li>Go to <strong>Payments Received</strong> on the sidebar.</li> <li>Click the payment receipt you want to edit.</li> <li>Click the <img alt="Pencil icon" src="/inventory/help/images/icons/pencil-icon.png" width="25" /> icon on top of the page.</li> <li>Make the changes.</li> <li>Click <strong>Save</strong>.</li> </ul> <img alt="Edit payment received" src="/inventory/help/images/payments-received/payments-received-more-actions.png" width="280" /> <hr> <h3 id="delete-payment-received">Delete Payment</h3> <ul> <li>Go to <strong>Payments Received</strong> on the sidebar.</li> <li>Click the payment receipt you want to edit.</li> <li>Click the <strong>Delete</strong> button on top of the page.</li> <li>Click <strong>OK</strong> to confirm.</li> </ul> <img alt="Delete payment received" src="/inventory/help/images/payments-received/payments-received-more-actions.png" width="280" /> <hr> <h3 id="import-payments-received">Import Payments Received</h3> <p>If you already have a list of all the invoice payments from your customers, you can import them into Zoho Inventory in CSV, TSV or XLS format.</p> <p>To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we鈥檒l be looking at in the steps below.</p> <ul> <li>Go to <strong>Payments Received</strong> on the sidebar.</li> <li>Click the <img alt="Menu icon" src="/inventory/help/images/icons/hamburger-icon.png" width="25" /> icon.</li> <li>Click the <strong>Import Payments</strong> option.</li> </ul> <img alt="Import payments received 1" src="/inventory/help/images/payments-received/import-payments-received-1.png" width="200" /> <ul> <li>Click the <strong>Choose File</strong> button to browse and upload your import file. You can download the sample CSV or XLS file for your reference.</li> <li>Click <strong>Next</strong> to proceed to the field mapping page.</li> </ul> <img alt="Import payments received 2" src="/inventory/help/images/payments-received/import-payments-received-2.png" width="600" /> <ul> <li>Map the columns in Zoho Inventory with the appropriate column in your import file.</li> <li>Click <strong>Next</strong> to proceed to the preview section.</li> </ul> <img alt="Import payments received 3" src="/inventory/help/images/payments-received/import-payments-received-3.png" width="500" /> <ul> <li>In the preview page, you can view the summary of the records that can be imported.</li> <li>Click <strong>Import</strong> if you’re ready, or click <strong>Previous</strong> if you need to make any changes.</li> </ul> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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Payments Received | User Guide | Zoho Inventory