Receive a Payment for an Account Receivable

Receiving a payment for an account receivable is a crucial step in managing a company's finances. Effective management of accounts receivable not only helps ensure optimal liquidity for the business, but also maintains a healthy and lasting relationship with clients. Before proceeding to the payment collection stage, make sure the invoice for which you want to receive payment has been included in a daily closing.

Once you have verified this, go to the Point of Sale. Open the client's file for whom you wish to collect a payment. Click the Receivables button at the bottom of the page.

Note: Whenever a client has an outstanding invoice, the Receivables icon in the Point of Sale will appear red every time their file is opened, and will remain so until a payment is received.

In the corresponding window, add the payment details in the Payment Reference and Invoice fields. In the Payment field, click on the invoice you want to pay to enter the amount.

Note: You can pay less than the total amount of the given invoice(s).

Click Send to confirm the payment.

A window will open to send the document to the client:

• Select the emails template
• Select the recipient(s)
• Enter the subject

Then click Send.