To receive a payment outside of the till or website, eg. a BACS payment, you can:
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Go to Finance > Sales Ledger > Receive Payment
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Find the outstanding invoice and click 'Receive Payment' in the Receipts against Invoice section
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From a customer account, click the menu icon on the Money In section > Receive Payment.
The second two options will assign the customer automatically, whereas the first option requires you to lookup the customer using the search box.
Once the customer has been selected, enter the amount of the payment, a reference, the date the payment was received and select which bank account to receive it into. Click OK to proceed.
On the next page, you'll see a list of outstanding invoices for the customer/company selected. To assign the payment to an invoice, click the [allocate] option next to the relevant invoice(s) - this will adjust the amount received at the top, and the outstanding amount against each invoice.
You can split the payment partially across multiple invoices by entering an amount to allocate in the 'Assigned' column for each invoice rather than paying off the whole outstanding amount.
If the payment isn't being allocated to an invoice, or there's still a balance after outstanding invoices have been allocated, click 'Post remainder to account' to apply the remaining amount to the customer account to be used for future invoices.
