Sales
Record a payment against an invoice
Take a full or part payment against an approved sales invoice, watch the balance and status update, and see the transaction on the invoice record.
Updated 12 September 2026
Record a payment to clear what a customer owes on an invoice. The rules are strict because this is where your cash position changes.
When a payment can be recorded
All three must be true:
- The invoice is in Approved status.
- The invoice is not voided.
- Your role carries the required permission.
Draft and pending invoices cannot accept payments. If the action is missing, check the invoice status first.
Record the payment
- Open the approved invoice from Sales, then Sales Invoice.
- Click the Record Payment action.
- Kuver Books opens the payment page with the invoice data already filled in.
- Enter the payment amount.
- Submit.
The invoice status updates automatically and the payment is recorded in the transaction history.
Full and part payments
A full payment clears the whole invoice. The invoice is marked Completed, no balance remains, and it is closed to further financial actions.
A part payment pays some of the invoice. The invoice is marked Partially Paid and the remaining balance stays open. You can record more payments later, and the invoice stays active in receivable tracking. Kuver Books calculates the remaining amount for you. The next payment updates the same invoice. It does not create a second one.
What the payment page offers
The invoice details are filled in automatically. You can change the payment amount, and Kuver Books checks it against the remaining balance. Add a payment method and a reference where needed. The methods available are the ten Nepali methods configured under Configuration, then Tax and terms configuration: cash, Khalti, eSewa, bank transfer, ConnectIPS, Fonepay, IME Pay, PrabhuPay, card and mobile banking. Record the method each time, so the payment mix panel on the dashboard shows correct figures.
The transaction record
Every payment is recorded against the invoice with the amount, the date, the status and any reference you gave. If a customer questions a payment later, you can check it here.
The rules
- A payment cannot exceed the invoice total.
- Void invoices cannot accept payments.
- Only approved invoices are eligible.
- All payment actions are logged.
- Transactions are permanently linked to the invoice.
What happens after
The payment appears on the customer payment list, where it sits in Pending until it is settled. See Track and settle customer payments.