I can record incoming payments against invoice

This tutorial provides a comprehensive guide on how to record a payment in the Jules app.

Start by accessing the Invoices and Payables module and navigate to the Invoices page.

Step 1: Navigate to the Invoices page.

Step 2: Click on the Invoices tab.

Recording a Payment for an Invoice

Step 1: Select the invoice.

Step 2: Click on Mark all as paid.

The payment progress bar will update accordingly

Alternatively, follow these steps:

Step 1: Select the invoice.

Step 2: Click on Add a payment.

Step 3: Specify the amount recevied.

Step 4: Click on Save.

The remaining amount updates automatically.

Another way to record a payment is through the Incoming Payments tab.

Step 1: Navigate to the Incoming Payments tab.

Step 2: Click on Add Incoming Payment.

Step 3: Select the company. Specify the received payment.

Step 4: View all open invoices for the selected company.

Step 5: You can allocate the amount received to multiple invoices

Step 6: Click on Save.

Updated on: 02/09/2024

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