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How to Record a Payment Received

Once a customer pays an invoice - by cash, card, bank transfer, check, or other method - you record that payment against the invoice so the balance and status…

Steps

  1. Go to Get Paid → Invoices.
  2. Open the row actions menu (⋮) on the invoice and click "Record payment."
  3. Review the read-only "Amount due" field.
  4. Enter the Date and Amount of the payment.
  5. Select a Method: Cash, Credit Card, Bank Transfer, Check, or Other.
  6. Select the Account the payment should be deposited to.
  7. Add any reference details (e.g. check number) in the Memo/notes field.
  8. Confirm to save the payment.

Good to Know

There is no separate "reference number" field - use Memo/notes for check numbers or bank references. If the amount entered equals the full balance, Sumung will confirm "This will fully pay the invoice" before you save.

Related Articles

  • How to Record Partial Payments
  • How to Record Offline Payments
  • How to Track Invoice Status

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