Add a payment to an invoice
Discover how to add a payment against an invoice and allocate payments across multiple invoices for a customer.
Use the search bar to locate the job or invoice number.
Open the job and go to the Invoices tab.
Click View next to the invoice.
Scroll to Payment and allocation history.
Click Add new payment and enter the relevant details.
Commusoft will auto-fill the invoice total. Adjust if needed and fill out the remaining fields.
Select a payment method. If Debit card is selected, you'll need to provide card details.
Set up nominal accounts if required.
Click Add payment to confirm.
To apply one payment across multiple invoices, use a Cash Allocation.
Cash Allocations
Cash allocations allow you to manage and assign received payments to specific invoices efficiently. This ensures accurate financial records by linking cash entries directly to outstanding invoices.
Use the global search bar to locate the customer.
Open their profile and navigate to the Dashboard.
Click Quick links > Cash allocations.
Fill in all required fields (marked with an asterisk *).
To pay multiple invoices at once, select each invoice on a new row of the spreadsheet interface.
If the customer is paying only part of an invoice, enter the amount being paid in the Amount to allocate column.
Note that only one payment method can be used per cash allocation.
Once all invoice rows are complete, click Add cash allocation in the bottom right to save.