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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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