Multiple payment methods
Record cash, card, bank transfer, cheque, and other configured methods.
Payments
Record customer payments and understand what is still due
Maintain a reliable payment history across customers and invoices using the payment methods your business accepts.
Keep collections connected to sales
A payment should not live in a separate note or spreadsheet. KTC links the amount, customer, invoice, date, method, and comments.
Invoice allocation
Connect collections to the correct invoice and reduce its outstanding balance.
Customer payment history
Review when and how a customer paid without searching through unrelated records.
Cash visibility
Use recorded payments in cash, bank, and accounting reports for more reliable totals.
مسار عمل واضح من أربع خطوات
يتبع كل جزء الأنماط العملية نفسها المستخدمة في TopNote، فيسهل على الفريق التعلم والعمل بأسلوب ثابت.
- 01
Choose the customer
Find the customer whose payment you are recording.
- 02
Select the invoice
Allocate the amount to an outstanding document where applicable.
- 03
Enter payment details
Add the date, method, amount, reference, and useful comments.
- 04
Review balances
See updated invoice and customer balances after the payment is saved.
شاهده يعمل في نشاطك
جرّب النظام بنفسك أو احجز عرضًا توضيحيًا مع فريقنا.