{"id":151087,"date":"2026-10-14T07:54:40","date_gmt":"2026-10-14T07:54:40","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=151087"},"modified":"2026-10-19T11:37:47","modified_gmt":"2026-10-19T11:37:47","slug":"payments-and-collections-all-ways-to-record-client-and-supplier-payments","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/payments-and-collections-all-ways-to-record-client-and-supplier-payments\/","title":{"rendered":"Payments and Collections: All Ways to Record Client and Supplier Payments"},"content":{"rendered":"
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This guide explains every way in the system to record payment of sales invoices<\/strong> (collecting from clients) and purchase invoices<\/strong> (paying suppliers): when creating the invoice, after it, in installments, from prepaid credit, or for several invoices at once, along with the effect of each method.<\/p>\n

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Contents<\/p>\n

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  1. Choose the right method<\/strong><\/a><\/li>\n
  2. Sales 1: Recording payment when creating the invoice<\/strong><\/a><\/li>\n
  3. Sales 2: Adding a payment to an issued invoice<\/strong><\/a><\/li>\n
  4. Sales 3: Paying several invoices at once<\/strong><\/a><\/li>\n
  5. Sales 4: Client payment credit and distributing it<\/strong><\/a><\/li>\n
  6. Sales 5: Online payment by the client<\/strong><\/a><\/li>\n
  7. Adding credit with a receipt voucher, payment voucher or journal entry<\/strong><\/a><\/li>\n
  8. Purchase invoices: ways to pay the supplier<\/strong><\/a><\/li>\n
  9. Payment fields<\/strong><\/a><\/li>\n
  10. Invoice and payment statuses<\/strong><\/a><\/li>\n
  11. Journal entries<\/strong><\/a><\/li>\n
  12. Editing or deleting a payment<\/strong><\/a><\/li>\n
  13. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Choose the right method<\/h2>\n\n\n\n\n\n\n\n\n\n\n
    Case<\/th>\nSales<\/th>\nPurchases<\/th>\n<\/tr>\n
    Full payment when creating the invoice<\/td>\nAlready Paid<\/strong> on the invoice<\/td>\nAlready Paid to The Supplier<\/strong><\/td>\n<\/tr>\n
    Partial payment when creating the invoice<\/td>\nThe Deposit<\/strong> tab<\/td>\nThe Deposit<\/strong> tab<\/td>\n<\/tr>\n
    Paying later or in installments<\/td>\nAdd Payment<\/strong> from the invoice<\/td>\nAdd Payment<\/strong> from the purchase invoice<\/td>\n<\/tr>\n
    Paying several invoices with one amount<\/td>\nAdd Payment Credit<\/strong> for the client and distribute it, or Mark As Paid<\/strong><\/td>\nAdd Payment Credit<\/strong> for the supplier and distribute it<\/td>\n<\/tr>\n
    Advance payment before the invoice<\/td>\nAdd Payment Credit<\/strong> for the client<\/td>\nAdd Payment Credit<\/strong> for the supplier<\/td>\n<\/tr>\n
    Paying from an earlier balance<\/td>\nThe Client Credit<\/strong> payment method<\/td>\nThe Supplier Credit<\/strong> payment method<\/td>\n<\/tr>\n
    The amount is recorded from the vouchers or journal screen<\/td>\nAn income<\/strong> (receipt voucher) or Journal Entry<\/strong> on the client’s account, then distribute it<\/td>\nAn expense<\/strong> (payment voucher) or Journal Entry<\/strong> on the supplier’s account, then distribute it<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Sales 1: Recording payment when creating the invoice<\/h2>\n

    Full payment<\/h3>\n
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    1. In Create Invoice<\/strong><\/a>, turn on Already Paid<\/strong> at the bottom of the invoice.<\/li>\n
    2. Choose a Payment Method<\/strong> and Treasury<\/strong>, and enter the Ref No.<\/strong> (such as a transfer number) if there is one.<\/li>\n
    3. If the client paid with more than one method, choose Multiple<\/strong> and add a line for each payment with its method, treasury and amount (the total must equal the invoice total).<\/li>\n
    4. Save the invoice. A completed payment for the full amount is recorded.<\/li>\n<\/ol>\n
      \n

      \ud83d\udec8<\/span><\/p>\n

      Note:<\/strong> To make all invoices paid by default, turn on Mark Invoices As Already Paid By Default<\/strong> in Invoicing Settings<\/strong><\/a> \u203a Payments & Credits<\/strong>.<\/p>\n<\/div>\n

      Partial payment<\/h3>\n

      In the invoice’s Deposit<\/strong> tab, enter the paid amount (an amount or percentage) in Advance Deposit<\/strong> and turn on Already Paid<\/strong> with the payment method and treasury. The invoice is saved as Partially Paid<\/strong>.<\/p>\n

      Sales 2: Adding a payment to an issued invoice<\/h2>\n
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      1. Open the invoice from Invoices<\/strong><\/a>.<\/li>\n
      2. Click Add Payment<\/strong>.<\/li>\n
      3. The amount shows the balance remaining on the invoice; change it for a partial payment.<\/li>\n
      4. Enter the date, payment method, treasury, payment status and reference number, and save.<\/li>\n<\/ol>\n

        Repeat these steps for each payment until the invoice is Paid<\/strong>. Each payment appears in the invoice’s Payments<\/strong> tab.<\/p>\n

        Sales 3: Paying several invoices at once<\/h2>\n