I can record incoming payments against invoice

This tutorial provides a comprehensive guide on how to record a payment in the Jules app.

Start by accessing the Invoices and Payables module and navigate to the Invoices page.

Step 1: Navigate to the Invoices page.



Step 2: Click on the Invoices tab.

Recording a Payment for an Invoice

Step 1: Select the invoice.

Step 2: Click on Mark all as paid.



The payment progress bar will update accordingly

Alternatively, follow these steps:

Adding a Payment to an Invoice

Step 1: Select the invoice.



Step 2: Click on Add a payment.



Step 3: Specify the amount recevied.



Step 4: Click on Save.

The remaining amount updates automatically.

Recording an Incoming Payment

Another way to record a payment is through the Incoming Payments tab.

Step 1: Navigate to the Incoming Payments tab.



Step 2: Click on Add Incoming Payment.



Step 3: Select the company. Specify the received payment.



Step 4: View all open invoices for the selected company.



Step 5: You can allocate the amount received to multiple invoices



Step 6: Click on Save.

Updated on: 02/09/2024