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Recording a Payment on a Sale

If a sale was saved with Partial or Pending status, you can collect the outstanding amount at any time.

Steps​

  1. Open the sale (from Sales list or the member's profile)
  2. Click Add Payment
  3. Enter the amount being paid now
  4. Select the payment method
  5. Select the cash/bank account
  6. Optionally add a payment reference (UTR, cheque number)
  7. Click Save

What happens​

  • If the payment clears the full remaining balance → sale status changes to Paid
  • If still a partial payment → status stays Partial with the updated remaining amount
  • The payment is recorded in the Payments ledger and linked to the sale

Multiple payments on one sale​

You can collect payment in multiple instalments. Each Add Payment adds to the collected amount until the sale is fully paid.

Supported payment methods​

MethodWhen to use
CashPhysical cash handover
UPIPhonePe, GPay, Paytm, etc.
Bank TransferNEFT / RTGS / IMPS
ChequePost-dated or regular cheques
DDDemand Draft
CreditCredit sales to be settled later

Finding sales with outstanding dues​

Go to Dues → Sales tab to see all sales with remaining amounts across all members in one place.