A practical walkthrough
Record a debt and a partial payment
Record what a customer owes, add a payment when received, and check the balance in the same account.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
Open the correct customer account and check its currency. The example assumes no previous balance or other transactions.
Follow these steps
Record the debt
Open the customer and choose Record debt. Select the account, use the Debt transaction type and enter a positive amount.
Check the details
Review the date, currency and note under the additional options. Save the transaction and check that it appears in the account.
Record money received
From the same account choose Record payment. Enter only the amount actually received, review the Payment type and currency, then save once.
Review the remaining balance
Open the account statement to see both entries together and compare them with the original agreement and receipt.
A worked example
A debt of 1,000 followed by a payment of 300 leaves 700 due, when there are no other entries. Keep all three amounts in the same currency.
Avoid common mistakes
- Choose the account from the list; typing a name alone does not select it.
- Use positive amounts and the transaction type to distinguish a debt from a payment. Do not record the same receipt twice.