Question 1

How do I record a new payment?

Accepted Answer

Click 'Record Payment', select the client and invoice, enter the payment amount, choose the payment method (UPI, Bank Transfer, Cash, or Cheque), add reference number and notes, then save. The payment will be linked to the invoice automatically.

Question 2

What payment methods are supported?

Accepted Answer

Jnvoice supports all major payment methods: UPI payments, Bank transfers, Cash payments, Cheque payments, and Card payments. Each method includes specific fields for transaction details and reference numbers.

Question 3

Can I track payment status and history?

Accepted Answer

Yes, the system tracks payment status (Completed, Pending, Failed, Cancelled) and maintains complete transaction history with dates, amounts, methods, and reference numbers for easy tracking and reporting.

Question 4

How do I filter and search payments?

Accepted Answer

Use the search box to find payments by client name, invoice number, or reference number. You can also filter by payment method (UPI, Bank, Cash, etc.) and payment status for organized viewing.

Question 5

Can I download payment receipts?

Accepted Answer

Yes, you can download and print professional payment receipts for any recorded payment. The receipts include all payment details, client information, and transaction references.

Payments

Payment Records

No payments found

Select a payment to view details