Recording Customer Payments
Customer payments reduce the Accounts Receivable balance. Evrykit supports full payments, partial payments, and multi-invoice payments in a single receipt.
Creating a Payment
Go to Sales → Customer Payments → New.
- Select the customer
- Choose a payment method (Cash, M-Pesa, Bank Transfer, Cheque, etc.)
- Set the total amount received
- Select the bank/cash account the funds are deposited into
- Add payment lines — allocate the amount across one or more open invoices
Allocating to Invoices
Each line allocates part of the total received to a specific invoice:
| Invoice | Amount Due | Allocated |
|---|---|---|
| INV-0042 | 15,000.00 | 15,000.00 |
| INV-0043 | 8,500.00 | 3,500.00 |
If the total allocated equals the total received, click Post.
Posting the Payment
Posting creates the journal entry:
- DR Bank / Cash Account — funds received
- CR Debtors (AR) — reduces the customer's balance
Fully allocated invoices automatically move to Paid status. Partially allocated invoices move to Partially Paid.
Printing a Receipt
From the payment detail page, click Print Receipt to open the printable payment receipt in a new tab.