After successfully processing a payment, it is crucial to document it accurately in our system to maintain comprehensive financial records. To facilitate a seamless and efficient documentation process, please adhere to the following detailed steps:

• Begin by selecting the "Invoice" option from the side menu. This action will redirect you to an extensive list of all your invoices, providing a clear overview of your financial transactions.
• In the invoice list, look for the invoice you wish to update with payment information. If your list is extensive, utilize the filter option to narrow down your search, making it easier to locate the desired invoice quickly.
• Once you find the relevant invoice, identify the "Pay" button in the action list next to it. Clicking this button will take you to the payment form, where you can enter all the necessary payment details.
  
• The payment form will present you with crucial information related to the invoice, such as the name of the customer, the invoice number, the total amount due, applicable tax, TDS amount, and any previous payments made against this invoice. It will also show the remaining balance owed.
  
• In the payment form, specify the amount you wish to add. Please be mindful that this amount must not exceed the remaining balance displayed next to the invoice.
• You will have three payment options to choose from: cash, bank transfer, or cheque. Select the option that best suits your needs.
  
• Depending on the payment method you opted for, you may need to provide further details. For a bank transfer, specify which bank account the funds will be withdrawn from. If you are paying by cheque, please include the cheque number for accurate tracking and reference.
  
• Finally, select the date of the payment and, if applicable, add a brief description to clarify the purpose of the transaction. This additional context will be useful for any future inquiries or reviews.

After you have completed these steps, the payment will be officially recorded in the system. If you have settled the entire invoice amount, the invoice status will automatically update to "Paid," signifying that no further payments can be applied to it.

Please note that in future updates, we will be introducing an additional payment option: UPI, to enhance flexibility in payment processing.