Quick answer
Record payment: Record a manual or reconciled payment so invoice status, balance, and communications update immediately. In Renteric, follow these key steps: Open the invoice or ledger, Choose the source and amount, and Attach the reference or proof. Finish by validating that the collection updates invoices, reports, and reminders without balance inconsistencies.
Before you start
- Have an issued invoice or a lease with an outstanding balance.
- Have a receipt, reference, or bank confirmation.
- Know whether the payment is full, partial, or split.
Step by step
- 1
Open the invoice or ledger
Open the overdue invoice or the lease ledger to choose the balance you want to clear.
- 2
Choose the source and amount
State whether the payment came from transfer, cash, payment link, or bank reconciliation, then enter the exact amount.
- 3
Attach the reference or proof
Add the receipt, external reference, or internal note so support and audit have usable evidence.
- 4
Apply the payment
Confirm whether the payment clears one invoice or multiple due items and verify the remaining balance before saving.
- 5
Verify downstream effects
Check that the invoice status changes and that unnecessary overdue reminders or alerts are turned off.
Common errors
The payment saves but the invoice stays unpaid
The payment was not attached to the correct invoice or is smaller than the remaining balance.
Reopen the transaction, assign it to the correct due item, and confirm whether it is partial or full.
The balance turns negative
A higher amount than the outstanding balance was recorded or the payment was duplicated.
Review recent transactions, void the duplicate, and reapply the correct amount.
FAQ
Can I record partial payments?
Yes. Enter the received amount and Renteric will keep the remaining balance on the invoice or lease.
What happens to overdue reminders?
If the balance is cleared they stop. If the payment is partial, they are recalculated from the remaining balance.
Can I attach proof later?
Yes. You can edit the transaction and upload the proof later without losing the original record.
Video guide
What this solves
Record a manual or reconciled payment so invoice status, balance, and communications update immediately.
Open the invoice or ledger
What to prepare first
Have an issued invoice or a lease with an outstanding balance. Have a receipt, reference, or bank confirmation. Know whether the payment is full, partial, or split.
Choose the source and amount
Guided walkthrough
Open the invoice or ledger: Open the overdue invoice or the lease ledger to choose the balance you want to clear. Choose the source and amount: State whether the payment came from transfer, cash, payment link, or bank reconciliation, then enter the exact amount. Attach the reference or proof: Add the receipt, external reference, or internal note so support and audit have usable evidence.
Attach the reference or proof
How to validate the result
Apply the payment: Confirm whether the payment clears one invoice or multiple due items and verify the remaining balance before saving. Verify downstream effects: Check that the invoice status changes and that unnecessary overdue reminders or alerts are turned off. the collection updates invoices, reports, and reminders without balance inconsistencies
Verify downstream effects