Record a payment in
Log money received from a customer — by cash, UPI, bank transfer, or cheque — and optionally settle open sales invoices in the same flow.
How this looks in TiBook
How to
- 1Open Payments → Payment In (or go to Payment In).
- 2Click Create to start a new receipt.
- 3Choose the customer who paid. If they are new, add them from Parties first.
- 4Enter the amount, date, and payment mode (cash, bank, UPI, cheque, or other).
- 5Pick the bank or cash account the money landed in if you use Banking.
- 6Add a reference (UPI ref, cheque number, NEFT UTR) in notes so you can trace it later.
- 7Save the payment. It reduces the customer’s outstanding balance even if you do not allocate invoices yet.
When to use Payment In
Use this whenever a customer pays you — against one bill, several bills, or an advance with no invoice yet. TiBook treats it as a receipt voucher linked to the party ledger.
Advances and on-account receipts
If the customer paid more than today’s bills, save the full amount. You can allocate it to future invoices later, or leave it as credit on their account.
Record payments the same day you receive them so outstanding reports stay accurate.
If you collect at the counter, POS can create the invoice and payment together — you do not need a separate entry for every walk-in.
Related articles
- Allocate a payment to invoicesApply a receipt or payment to one or more open invoices so each bill shows paid, part-paid, or still due.
- Create a GST sales invoiceOpen Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending → Sales.
- Add a customer or supplierCreate a party with name, email, mobile, tax IDs, addresses, opening balance, and custom fields from the Parties screen.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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