HELP & LEARNING CENTRE

Record a customer payment

A practical guide to using your EasyBills workspace.

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Sales & Billing

What this guide covers

Open Payments or the relevant invoice and choose the available payment action.

How to do it

Open Payments or the relevant invoice and choose the available payment action. Enter the amount, date and payment reference, then save.

Good to know: Confirm payment against your actual bank or payment provider records.

Need another guide?

Use the search above or browse all categories. Menu availability depends on your company permissions and plan.

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