When entering a sales invoice, sales order or quotation, if a payment has already been received you can enter these details at the same time. This streamlines the process as it means you don't need to open a separate payment window.

NOTE: This option isn't available when creating credit notes.

1. From the invoice or order window click the Payment tab.
2. In the boxes provided, enter the payment details as follows:
   

   Payment Ref	Enter a reference which relates to the payment, using up to eight characters
   Bank Account	Enter the nominal code of the bank account that you want the money to be debited to, for example, 1200
   Payment Amount	Enter the payment amount to be allocated to the invoice or order. You can use the Calculator button to help calculate the amount

3. If you use Opayo (formerly Sage Pay), to receive payment by card, click Pay Deposit by Card, follow the on-screen prompts, and then proceed to step 5.
4. In the Payment Type area, select from the following options:

   Payment already received	Select this option if you've already recorded the payment into your bank account. This updates the order or invoice but doesn't affect the bank account.
   Post as Payment on Account (SA)	Select this option to show the payment amount on the Customer Activity as still outstanding. The invoice also remains as outstanding.
   Allocate Payment to Invoice (SR)	Select this option to show the payment amount on the customer's activity as fully allocated to the invoice. The invoice will show as fully paid or partially outstanding if the payment value isn't the full value of the invoice.

5. To save the invoice or order for later printing in a batch, click Save, or to print the invoice or order straight away click Print.
   

 NOTE:  VAT Cash Accounting and UK Flat rate - cash-based VAT schemes - If the payment exceeds the invoice value the tax liability of the overpayment must be accounted for. The overpayment is posted as a payment on account. Before the invoice is saved you are prompted to apply a tax code to the overpayment. The default tax code from the customer's record appears by default but you can choose another from the drop-down list. Alternatively, you can cancel, return to the invoice and amend the payment to match the order value.

6. To exit the invoice or order window click Close. 

 NOTE: Once you update the invoice to the ledgers, you'll no longer be able to enter information into the Payment tab. 

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