Record a payment from a customer
Open the invoice and click Record payment, or go to Receipts and click New receipt. Enter the amount, mode and account, set it against the customer's unpaid bills, and click Save receipt. The invoices show as paid and your books are updated.
In EaseDesk: Receipts → New receipt. Log in or start a free trial.
Steps
- 1 Open the unpaid invoice and click Record payment, or open Receipts and click New receipt and pick the customer.
- 2 Enter the Date, Mode (cash, UPI, bank transfer, cheque or card) and the account the money went into.
- 3 Enter the Amount received, and the UTR / reference or the cheque number and date.
- 4 If the customer deducted TDS, switch on The customer deducted TDS and enter the section and amount.
- 5 Under Set against bills, click Fill oldest first or type the amount for each bill. Anything left over stays on account.
- 6 Click Save receipt. It gets its own number, and you can send it with PDF or Email.
What changes when you save
The invoices you paid move from Unpaid to Partially paid or Paid, the customer’s balance goes down, and the receipt is posted to the bank or cash account you chose. A receipt with TDS counts the invoice as fully settled: the TDS goes to TDS receivable, which you can later compare with Form 26AS or AIS under TDS & TCS.
Several payments at once
To enter a day’s collections or a bank statement in one go, click Several on the Receipts page. Each row is one payment with its customer, amount, mode and the bill it settles (or the oldest bills first). All rows are saved together, or none if one has a problem.
Advances
If a customer pays before you invoice, record the receipt with no bills selected; it stays on account until the invoice is raised. For an advance against services, switch on This is an advance for services to charge GST on the advance, as the rules require.
Seeing what is still owed
The Outstanding tab on Receipts shows what each customer owes you, split by how long it has been due, with a Statement button to send them a statement of account. Click a customer’s name to record their payment straight away.
Recording receipts needs a role that can manage receipts: the Owner, Admins and Accountants have it.
Questions
Can I record one payment against several invoices?
Yes. The receipt lists the customer's unpaid bills, oldest first, including opening balances. Set any amount against each one. The part not set against a bill stays on the customer's account and can be adjusted later.
What if a cheque bounces?
Open the receipt and click Cheque bounced. The bills it paid open again and the entry in your books is reversed; the receipt keeps its number.
Is there a limit on cash receipts?
EaseDesk refuses a cash receipt of ₹2,00,000 or more from one customer on one day, or for one bill, because income-tax law does not allow you to accept that much in cash.
Do I have to record online payments myself?
Not for Razorpay payment links. When a customer pays through the link on the invoice, EaseDesk records the receipt against that invoice for you. UPI payments to your own bank account through the QR code are recorded by you when the money arrives.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.