Recording Invoice Payments in Britixo CRM.

📘 Introduction:

Recording payments accurately is critical to managing your finances effectively. Britixo allows you to track every payment made against invoices, whether it’s paid in full, partially paid, or via different payment methods such as bank transfer, PayPal, or credit card. Britixo updates the invoice status automatically once the payment is recorded.

💳 Step-by-Step: Record an Invoice Payment

1. Open the Invoice

• Go to Sales > Invoices
  
  

• Find the invoice to record payment against (use filters/search)
  
  

• Click on the invoice to view details
  
  

2. Click "Record Payment"

• In the invoice view, click Record Payment (green button, top right corner)
  
  

3. Enter Payment Details

You’ll see a payment form. Enter:

• Payment Date: Select when you received the payment
  
  

• Amount: Enter the amount paid (full or partial)
  
  

• Payment Method: Select from options (e.g., bank transfer, PayPal)
  
  

• Transaction ID (optional): Enter if available from payment gateway
  
  

• Note: Optional notes for internal reference
  
  

4. Submit the Payment

• Click Save
  Britixo automatically adjusts the invoice status:
  
  

• If fully paid, it shows "Paid"
  
  

• If partially paid, it shows "Partially Paid" along with the balance due
  
  

🔄 Partial Payments Handling

• You can add multiple partial payments to one invoice
  
  

• Britixo tracks total paid and outstanding balance automatically
  
  

• Partial payments are clearly shown in invoice details and PDF
  
  

📜 Viewing Payment History

To view recorded payments:

• Open the invoice
  
  

• Scroll down to the Payments section
  You’ll see details, including amount, payment method, and date.
  
  

📌 Payment Notifications

• Britixo can send email receipts automatically upon recording payments
  
  

• Configure these notifications in Settings > Email Templates > Payment Recorded
  
  

✅ Pro Tips:

• Always record payments immediately upon receipt
  
  

• Use transaction IDs for easy reference during audits or disputes
  
  

• Customise your payment methods under Settings > Payment Methods.