1. From the invoice or order window, select 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 bank account nominal code to receive the payment, for example, 1200.
   Payment Amount	Enter the payment amount to allocate to the invoice or order. Use the calculator to help you work out the amount.
   Amount Due	This is the remaining balance still owed on the invoice after any payment entered.

3. If you use Opayo, to receive payment by card, select 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, press Save, or to print the invoice or order straight away press Print.
   

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