{"id":36444,"date":"2025-08-13T07:38:46","date_gmt":"2025-08-13T07:38:46","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=36444"},"modified":"2025-12-07T10:38:37","modified_gmt":"2025-12-07T10:38:37","slug":"adding-a-payment-to-an-invoice-through-the-sales-screen-2","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-payment-to-an-invoice-through-the-sales-screen-2\/","title":{"rendered":"Adding a Payment to an Invoice through the Sales Screen"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-6899a408-2704-8330-bb6c-0032a8b2701c-7\" data-testid=\"conversation-turn-82\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"e4651df0-8437-4bfa-a28e-ebbf349da4a2\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words dark markdown-new-styling\">\n<p data-start=\"37\" data-end=\"203\" data-is-last-node=\"\" data-is-only-node=\"\">In this guide, we&#8217;ll guide you through the steps to add a payment to an invoice directly from the sales screen, including using loyalty points for payment if available.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p>From the main menu, click on &#8220;<strong>POS<\/strong>&#8221; then click &#8220;<strong>Start Selling<\/strong>&#8220;.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42002 size-full alignnone\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling-.png\" alt=\"\" width=\"1366\" height=\"600\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling--300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling--1024x450.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Start-Selling--768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p data-start=\"0\" data-end=\"103\">Select a client and add the desired product to the invoice to proceed with adding a payment.<\/p>\n<p data-start=\"0\" data-end=\"103\">Once the client and product have been added, click on <strong data-start=\"159\" data-end=\"172\">\u201cPayment\u201d<\/strong> to move to the payment screen.<\/p>\n<p data-start=\"0\" data-end=\"103\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42004 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen-.png\" alt=\"\" width=\"1365\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen--300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen--1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Screen--768x336.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/a><\/p>\n<p data-start=\"0\" data-end=\"103\">In the payment screen, you can enter the amount to be paid, whether it\u2019s a full or partial payment, and choose the preferred payment method.<\/p>\n<p data-start=\"0\" data-end=\"103\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42006 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments-.png\" alt=\"\" width=\"1365\" height=\"593\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments--300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments--1024x445.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Payments--768x334.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/a><\/p>\n<p data-start=\"0\" data-end=\"103\">If the selected client has accumulated loyalty points, these will be displayed on the POS screen along with their equivalent monetary value. The client can choose to redeem these points as a full or partial payment toward the invoice, reducing the total amount due accordingly.<\/p>\n<p data-start=\"0\" data-end=\"103\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42008 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment-.png\" alt=\"\" width=\"1365\" height=\"594\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment--300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment--1024x446.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Complete-Payment--768x334.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/a><\/p>\n<p data-start=\"0\" data-end=\"103\">Then click on the button &#8220;<strong>Confirm<\/strong>&#8221; and the invoice will be paid successfully.<\/p>\n<p data-start=\"0\" data-end=\"103\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42010 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice-.png\" alt=\"\" width=\"1366\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice--300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice--1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Invoice--768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>\u00a0[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2167],"tags":[],"class_list":["post-36444","user_manual","type-user_manual","status-publish","hentry","category-pos-screen"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Payment to an Invoice through the Sales Screen - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-payment-to-an-invoice-through-the-sales-screen-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Payment to an Invoice through the Sales Screen - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] In this guide, we&#8217;ll guide you through the steps to add a payment to an invoice directly from the sales screen, including using loyalty points for payment if available. 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