How to record a part-payment on an invoice

Recording a part payment correctly allows you to track outstanding balances, monitor payment history, and stay on top of your cash flow.

How to Record a Part-Payment on an Invoice.

1. Log in to http://app.simplebks.com   

2. Go to 'Sales & Invoicing’ on the left side of the dashboard> Click on Create Invoice

3. Enter the Invoice Description

4. Enter the Customer Name or Create a New Customer

5. Enter the Item, Unit price and Quantity.

6. Click on Add Note and Add Discount ( This is a note or discount for a particular item)

7. Fill up the amount (part payment)balance due date, and payment details

8. Scroll up, insert bank details and click on Preview

9. Click on Approved

10. Your has successfully been recorded> Outstanding will be indicated in the Invoice

11. Go back to the Invoicing page to confirm the Part Payment