Recording Partial Invoice Payments in Marlo:
Marlo provides a seamless way to manage partial or full invoice payments. Follow these steps:
Accessing the 'Enter Payment' Screen: Via Contacts:
1. Navigate to "Contacts" > "Customers".
2. Select the desired customer, then in the "More" dropdown.
3. Click "Enter Payment".
Via "Receivables": Go to "Receivables" > "Invoices", select an invoice, and click "Enter Payment".
Direct Access: In "Receivables", go to "Payments" and click "+Payment".
Customer Selection: The customer's name will auto-fill if accessed through an invoice or customer details. Otherwise, select the customer manually.
Choosing Invoices: Select the invoices you want to record payments for.
Entering Payment Amount: In the "Amount" field, input the payment received for the chosen invoices. The system will update the invoice status to "Partial" for partial payments.
Payment Date and Method: Select the payment date and choose the payment method from the dropdown.
Additional Details (Optional): Add a transaction reference or private notes if necessary.
Saving the Record: Click "Save" to finalize the payment record.