Add New Payment
How to add a new payment record in Caspen?
Last updated
How to add a new payment record in Caspen?
Last updated
Adding payments for a Client and linking them to an existing invoice can be done in several ways, with the easiest method being via the Billing tab.
Go to Billing -> Payments Click the + Add Payment button and fill in the necessary information to generate your payment: (https://caspen.com/payments)
Client - The individual or company paying for the received service.
Location - The business name where the payment was received.
Payment date - The date when the payment was received.
Payment method - The method of payment used is Cash, Card..
Amount - The payment amount received
Description - (Optional) Entering a description can aid in recognizing the payment in the future.
Click the Create button to finalise the payment.
After receiving a payment, it will appear within the client's information, and their balance will be updated to reflect this.
