Steps
- In the cart click Checkout. The payment panel opens with the full bill amount already in Amount.
- Pick the method: Cash, UPI, Card, Bank Transfer, Cheque or Credit. To use the customer's wallet, tick Use wallet balance.
- For UPI, card, bank transfer or cheque also fill Transaction/Ref No. and choose the Bank Account that receives the money.
- To take part now and the rest later, choose Credit, type what you received in Amount, set the Credit Due Date and choose Advance received by.
- Click Review & Pay, tick every box, then Confirm & Pay. With that confirmation switched off the button pays in one tap and reads Pay with the amount on it.
- The invoice opens. Anything still owed shows there as Balance Payable.
Good to know
Cash, UPI, card and bank transfer must settle the bill in full — the Amount box is locked for them. Only Credit takes part of the money now and records when the rest is due.
A Cheque payment stays pending until you clear the cheque, so the bill does not read Paid yet. Walk-in sales cannot be paid by cheque, and an advance on a credit bill cannot be a cheque either.
The wallet is used only when you tick Use wallet balance. Enough balance pays the whole bill; if short, it pays its part and the method you pick takes the rest in the same step.
Words used
| Word | Meaning |
|---|---|
| Paid | Money actually received covers the whole bill. Nothing is left to collect on it. |
| Partial | Some money has come in and the rest is still due. |
| Credit / Credit (Partial) | The bill was sold on credit. Credit (Partial) means an advance was taken and the balance carries a due date. |
| Pending | Nothing has been received against the bill yet. |
| No value | The bill carries no amount at all. It is empty, not paid. |
| Advance received by | The tender the advance actually arrived by — cash, UPI, card or bank transfer. It is asked for only when an advance is being taken. |
The bill is marked Paid from what was really received, not from what was typed in the box. A credit sale writes a credit line of 0.00 whose only job is to carry the due date, so a credit bill with an advance shows the advance as the received money and the balance as still due.
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