Record a payment | Sanil CRM Help

Open Transactions. Choose it from the menu and click New payment. You need at least one client first. If you have none, you see “Add a client before recording a payment.”
Choose the Client.
Enter the Amount.
Choose the Method: Cash, Bank transfer, Card, eSewa or Other.
Link it to a document (optional). Under Invoice/quote (optional), pick the invoice it pays, or leave it as Not linked to a document.
Save it. Add a Note if you want one, then click Save payment.

What happens next

Payments linked to an invoice appear in the Payments card on that invoice.
When the payments on an invoice add up to its total, the invoice becomes Paid by itself. You cannot set Paid by hand.
The Dashboard’s totals update shortly afterwards. See Read your dashboard.
Payments made through an eSewa payment link are recorded for you. See Let clients pay with eSewa.

Open a payment to change it. Owners and admins can delete a payment. Staff cannot.

Note

Once an invoice has payments, its line items, discount, tax and client are locked. See I can’t edit a paid invoice.