When a client has made a payment via card, bank transfer (EFT) or cash, payment must be manually allocated to accounts. Payments made by SnapScan, Paypal or PayFast will be reconciled automatically.
1. Go to Accounts > Payments and click on '+New payment'
2. Specify the client, location, payment date, payment method, and the amount received.
3. You can either allocate the payment to an invoice by clicking on +Add invoice, select the invoice from the drop down and specify how much is being allocated to the specific invoice, OR save the payment and allocate it to an invoice at a later stage, after a service has been rendered and invoiced.
Remember to click 'Save'