In Gekko, you can add a payment to an invoice. Adding a payment makes it easy to keep track of which invoices have been paid and which are still open.
Manually Adding a Payment from the Invoices Tab
Log in to your Gekko account and go to the Invoices page.
In the list of invoices, click the 3 dots next to the invoice.
Select "Add payment".
Indicate how the payment was made (cash or bank transaction).
- Select the payment date.
- Finally click on "Register payment" to save your payment.
Manually Adding a Payment from the Bank Page
Log in to your Gekko account and go to the bank page.
In the list of transactions, select the right transaction.
Click 'Invoice' and select the right outstanding invoice
You should now be able to see the payment is connected to the invoice.
Partial Payment?
If the invoice was only partially paid, simply enter the amount that has been paid so far. The amount due will be adjusted accordingly.
When the remaining amount is paid, you can add it later in the same way.
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