You can record a new payment against a sales order when your customer makes a payment. This is useful for record keeping, monitoring the payments against the already agreed payment stages and can generate a receipt or invoice for each payment received.
1. Open a sales order (or save the sales order if already open).
2. Click the Payments icon to view payments for this order:
3. Click the New Payment button (on the right)
4. Complete the details as required below:
| Date Received | Will default to the current date. Change if necessary. |
| Payment Method | Select from the drop down box e.g. cash, credit card etc. |
| Payment Type | Select from the drop down box (e.g. deposit, payment 1) which then auto-fills the amount. Click |
| Amount | Select from the drop down box. The amounts will be shown depending on how you setup payment stages. Otherwise you can click Other and type any amount. |
| Date Banked | Already completed with the current date but you can edit if needed. |
| Date Cleared | You can return to the screen to enter the date the payment cleared. |
| Notes | Enter any free text information regarding this payment. |
| Record Card Details | Any payment card details entered here are stored as encrypted data. |
| Sort Code, Account Code, Account Name | Enter bank account information, if required. |
| Received to Date and Balance Due | The amounts will be automatically calculated. |
4. Click 
Update to save and close the window.
You will be returned to the main payments window where the balance will immediately update.
The new payment will be stored on the Payments tab of the projects screen. You can open a payment to view or edit the details by double-clicking on it.