To ensure accurate financial records, it is vital to promptly record customer payments in Marlo. This action updates the invoice status to 'paid,' preventing it from appearing as unpaid in your financial reports. Marlo allows the recording of both full and partial payments for invoices.
Steps to Record Payment for Single or Multiple Invoices:
Accessing the 'Enter Payments' Screen:
Select your customer from the 'Contacts' tab under 'Customers.' Choose 'Enter Payment' from the 'More' dropdown in the customer details.
Under the 'Receivables' tab, select an invoice from 'Invoices' and click 'Enter Payment.'
Alternatively, directly navigate to the 'Payments' section within 'Receivables' and click '+Payment.'
Customer Name Selection:
Select the customer's name on the 'Enter Payment' screen. If accessed via invoice or customer details, it will autofill automatically.
Invoice Selection:
Specify the invoice(s) you are recording the payment against.
Payment Date and Method:
Set the payment date and choose a method from the 'Payment Method' dropdown.
Transaction Reference or Private Notes (Optional):
Enter a transaction reference or add private notes if required.
Save the Record:
After entering all necessary details, click 'Save' to complete the payment recording process.