Adding Payment to Invoice

How to pay an invoice in Caspen?

A payment can only be applied to an invoice if the invoice is in the Open status.

To apply payment or part payment to an existing invoice, you open the invoice and click Pay invoice, which will prompt you with three options:

• New Payment - Enables the addition of a new payment specifically for this invoice.

• Existing Payment - Allows the association of an already made payment with this particular invoice.

• Issue Credit Note -In cases where payment is unavailable and for certain reasons, you can null the invoice by applying a credit through a credit note.

New Payment

Selecting the New Payment option will take you to the Add Payment menu Add New Payment

Existing Payment

Choosing the Existing Payment option allows you to allocate a payment to the present invoice by selecting the correct amount and clicking 'Apply'.

Issue Credit Note

Selecting the 'Issue Credit Note' option takes you to the credit note area, where you can apply a full or partial credit to the invoice. You are required to provide a reason for this credit.