Accounting
Record a document payment
Record a real payment against the intended issued document.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/accounting
1. Open the issued document
In Sales or Expenses choose the intended issued document.
Expected result: The document detail includes payment actions when eligible.
Confirm it worked: Compare reference, customer/supplier and outstanding amount.
2. Open payment recording
Click Record payment.
Expected result: The payment dialog displays the document context.
Confirm it worked: Confirm this is the correct invoice or bill.
3. Enter payment information
Fill Amount, payment date and the shown reference/account fields.
Expected result: The form contains the intended allocation.
Confirm it worked: Use the actual payment amount; review partial payments explicitly.
4. Save and verify the balance
Click Save payment and return to the document or Outstanding balances.
Expected result: The payment updates the relevant outstanding balance.
Confirm it worked: Reload and confirm both the payment entry and remaining balance.
Troubleshooting and alternatives
Recording a payment updates the books; it does not initiate a bank transfer or charge a customer.
Do not record the same payment again while waiting for feedback. Confirm the payment record before retrying.