Paying an Invoice

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
3. Fill in the invoice details and items as required.
   
   • For more details, refer to the “Creating a Sales Invoice” guide.
4. Tick the “Already Paid” checkbox at the bottom of the invoice creation page.
5. Select the client’s payment method from the dropdown menu.
   • Note: Payment methods available to the client can be edited through the account “Settings”. For more details, refer to the “Payment Methods” guide.
     
6. Add the Ref No, if applicable (e.g., in the case of cheque payments).
7. Select the treasury/ bank account to which the payment will be collected.
   • Note: the “Treasury” options will not appear unless more than one treasury or bank account has been added to your Daftra account. For more details, refer to the “Treasuries & Bank Accounts” guide.
8. When saved, the paid amount will appear in the invoice’s payments, and the invoice will be saved as “Paid”.