Record and check a customer receipt

Before you start

• Confirmation that the money was actually received.
• The customer, received date, amount, payment method and receiving account.
• The invoice references you intend to settle and permission to record the receipt.

Step by step

1. 1

   Confirm the actual receipt first

   Use the bank, UPI or cash record available to your business to verify the received amount. Recording a receipt in CeramicPortal records an event outside the software; it does not itself collect or transfer money.

2. 2

   Select the customer and date

   Open the payment-received creation workflow. In Receipt details, choose the intended customer and the date the payment was received. Check the customer before continuing, especially where two businesses have similar names.

3. 3

   Identify how and where the money arrived

   Choose Cash, Bank Transfer or UPI using the payment-method controls and identify the receiving account. Keep the selected method consistent with the real payment. Do not select a familiar account simply because it appears first.

4. 4

   Enter the amount received

   Enter the actual total in Amount received. This amount is separate from the sum you allocate to invoices. Compare it with the bank, UPI or cash record before continuing.

5. 5

   Allocate and inspect any remainder

   In Allocate to invoices, review the invoice references and outstanding amounts, then allocate the intended amount to one or more invoices. A partial allocation can leave an invoice balance. Review Unused credit when the receipt exceeds the amount allocated, and confirm that the remainder is intentional before saving.

6. 6

   Save and check the result

   Save the receipt and keep the generated payment-received reference. Reopen it and check the customer, date, amount, method, receiving account and invoice allocation. Review both the remaining invoice balance and any unused credit; a saved receipt need not fully settle every invoice.

For one payment split across several methods, follow only the controls available in your workspace and confirm the supported recording approach before proceeding.

Check your result

Use this checklist as you review your work. Checks stay on this page until you leave or reload.

0 of 5 checks completed

If something differs

Still need help? Include the task, visible error and relevant record reference when you contact support.