Adding a cash payment to a customer

Has a customer paid you in cash? To add this to a customer's balance:

  • Click on the customer's name in your customer list
  • Go to the Invoices block, click on the menu and choose Edit Balance
  • Make sure that Credit is selected. Then, add an amount and a reference.
  • Click Save

The amount will be added to the customer's balance, and automatically applied to any outstanding invoices.