Register a payment
Register a payment on a booked invoice and choose the method that fits the situation.
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You register a payment on a booked invoice with an outstanding balance. The payment screen is the same for all methods. Only the fields under Payment method differ.
Open the invoice
Go to AdministrationInvoices or open the invoice from CustomerscustomerInvoicing. The invoice must be booked and have an outstanding balance.
Click Make payment
The New payment for screen for the invoice opens. At the top are the invoice total and the outstanding amount.
Choose the payment method
Under Payment method, choose how the payment comes in. Which options you see depends on the invoice and on what your organisation has set up.
- Terminal sends the request to a card terminal. See Terminal.
- Cash, Transfer and possibly Others register money that came in outside Tillor. See Cash and transfer.
- Internal Transfer moves balance to another invoice of the same customer. See Internal transfer.
- SEPA Mandate collects the amount using an active mandate of the customer. See Collecting an invoice.
Enter the amount
Amount defaults to the outstanding amount. Use the 25%, 50%, 75% and 100% buttons to quickly fill in a part, or type an amount yourself. The amount cannot be higher than the outstanding amount.
Submit the payment
Click Submit payment.
What happens next?
The outstanding amount and the payment status of the invoice are updated. The payment appears on the invoice under Payments and in AdministrationPayments. How to find them is covered in Finding payments.
Would the customer rather pay themselves? Then send the invoice with Send notification. See Paying online.