In this article, we'll go through how to register and book a customer payment in the cashbook.
The daybook is a tool for optimizing the bookkeeping process as it can be a bit faster. The daybook in Shine can be used for many things, including registering payments from customers.
Register an invoice payment in the cash journal
We need the cash journal, which is located under Accounting > Journal
In order to register the payment on the correct invoice, we need to change the cash journal from a financial voucher to a customer payment.
To do this, follow those steps:
Click on the arrow next to J > select Customer payment
Select date
Enter a description
Select the invoice for which you have received payment (the full amount of the invoice is automatically put in credit)
Select counter account - typically bank or cash
Click on Approve all
Your invoice :
Will go from unpaid to paid and the money will be deposited in the bank
Will be registered as paid in the Invoices tab (under Sales)