Manage Customer Dues
Record Customer Payment
Record payments against dues clearly without changing past invoice values.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
When to Use This
Customer pays full or partial pending amount.
You need to correct due balance.
Strategic Value
"Consistent payment entries protect customer trust and ledger accuracy."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
Ledger Balance Strip
Capture opening balance and latest due.
UI Reference
Record Payment Drawer
Capture amount, note, and save controls.
Detailed Instructions
Follow these in order while working inside the app.
Open customer ledger entry.
Step 1Complete this step in the app, then move to the next one.
Select Record Payment.
Step 2Complete this step in the app, then move to the next one.
Enter amount received and note/reference.
Step 3Complete this step in the app, then move to the next one.
Save and verify updated running balance.
Step 4Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"Customer due is Rs 5,000. Payment of Rs 2,000 recorded. New due should be Rs 3,000."
Pro Tip
Rule: Credit increases due, payment decreases due.
Common Gotchas
Posting payment as new sale.
Adjusting balance without note.
Not verifying running balance after save.