# Payments received

> Record full or partial customer payments against one or many invoices, apply unapplied credit, download receipts and delete a payment safely.

Canonical: https://docs.getonebooks.com/sales/payments/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

A payment records money received from a customer and settles one or more invoices. Record it from the invoice when you know which invoice it pays, or from **Sales → Payments** when one transfer covers several invoices.

![The Payments list with totals by method and a Record Payment button](https://docs.getonebooks.com/screenshots/en/sales-payments-list.webp)

## Record a payment against an invoice

1. Open the invoice (status **Sent** or **Partially Paid**) and select **Record Payment**.
2. Enter the **amount** — the full balance is proposed; a smaller amount records a partial payment.
3. Set the **payment date**, the **method** (**Cash**, **Bank Transfer**, **Card**, **Other**) and a **reference** such as the bank transaction ID or cheque number.
4. Choose the cash or bank **account** the money went into (defaults to Cash for cash, Bank for the others).
5. Select **Save**.

![The Record Payment dialog on an invoice](https://docs.getonebooks.com/screenshots/en/sales-invoice-record-payment.webp)

The invoice becomes **Partially Paid** or **Paid**. An amount larger than the balance is rejected — record the extra as a standalone payment instead.

> **Accounting effect**
> Debit **1200 Cash** / **1210 Bank** (or the account you chose) · Credit **1100 Accounts Receivable**.

## Record a payment for several invoices

1. Open **Sales → Payments** and select **Record Payment**.
2. Pick the **customer**, enter the total **amount**, date, method and reference.
3. Allocate the amount across the customer's open invoices — oldest first is proposed. Any remainder stays as **unapplied credit** on the customer.
4. Select **Save**.

![The standalone Record Payment dialog with invoice allocation](https://docs.getonebooks.com/screenshots/en/sales-payment-standalone.webp)

## Unapplied credit and credit notes

A customer page shows a banner when money is waiting to be applied — from a standalone payment or a confirmed credit note. Select **Apply credit** to net it against open invoices.

![The customer page Payments tab with unapplied credit and Apply credit](https://docs.getonebooks.com/screenshots/en/sales-payment-allocate.webp)

## Receipts

Every payment has a **receipt PDF** — open the payment's actions and select **Download Receipt**. Receipts use the **Receipt** print template.

## Delete a payment

Deleting a payment (permission **payments.delete**, owners and admins by default) reverses its ledger entry and reopens the invoices it settled — balances and statuses are restored in the same step. Use it for a payment recorded by mistake; a bounced payment is better recorded as a new negative event by deleting and re-recording when the money actually arrives.

## Related

  - [Receivables and aging](https://docs.getonebooks.com/sales/receivables/)
  - [Bank reconciliation](https://docs.getonebooks.com/banking/reconciliation/) — Match payments to your bank statement.
  - [Supplier payments](https://docs.getonebooks.com/purchases/supplier-payments/)