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How to Save a Payment from My Customer?

After booking the customer’s invoice, you will need to register the payment. 

You can watch one of our video presentations below. However, we recommend you to attend a live session since you can ask questions at all times and the functions of the program will become clearer.


In order to save information about the payment go to Payments > Payments > New Entry.

Please Note

Before creating a customer payment the sales invoice the customer is paying needs to be created and booked/posted otherwise you will not have an invoice to match the payment with, secondly you must create at least one bank account as you will need to select the bank account when processing the payment.

How to register a customer payment?

Once you access Payments > Payments, you must first check that you are working on the account that you need.

On the top right side of the screen, you can select the bank account as well as the accounting year to work with. 

select bank account when saving a supplier

Once the bank account has been selected, you can save the new payment. Click on the option New payment. Now your payment is registered.

save new customer payment

In the first drop-down menu, you have to choose Customer payment and then fill in the date of payment.

Subsequently, you can select the adequate customer by clicking on the search icon. 

Once you have selected the customer, you have to define the invoice as invoice issued. Reviso then provides you with a list of all the pending invoices of the chosen customer. 

If you want to select the invoice that was paid by the customer, click on the icon on the right Match full amount. If you prefer to save it as a partial payment, you will have to fill in the amount manually. 

match selected customer invoice

 

Once you fill in the amount, click on the option that appears at the top of the list stating Match selected. The invoice list screen will be closed and you will see the payment record again with all the amounts already filled in.

The only empty field is the Text, where you can write down anything you want.

You will also find the option to Add document on the right side of your screen, in case you want to link it with a receipt.

Once you complete all the necessary information or at least the obligatory ones, click on Save. Your customer payment is now registered. 

If you have any further questions, please do not hesitate to contact us.

Updated on September 23, 2019

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