Record Payments and Use Customer Wallet Credit

Record a payment on the invoice only after value has been received or an authorized customer wallet debit can be completed.

This guide covers manual collection and customer wallet credit. For a secure Razorpay Payment Link or Dynamic QR request, use Yepsta Pay and wait for verified automatic recording instead of adding a second manual payment.

Permission required

Owners have full access. Managers and staff need Invoices access, payment permission and access to the invoice location. Wallet payment also requires access to the linked customer record.

Record an invoice payment

Collect against an invoice

1. Open Sales & Billing → Invoices and choose Manage on the invoice.
2. Select Record Payment.
3. Choose Cash, UPI, Card, Bank, Wallet or Other.
4. Enter the Payment Amount. It can be a partial amount up to the current due balance.
5. Choose the Deposit Account, or leave Auto select from payment method when that mapping is correct.
6. Add a reference or note for the external transaction when available.
7. Review After Payment, then select Confirm Payment.
8. Confirm the invoice shows the correct amount paid and amount due.

An invoice becomes fully paid only after recorded payments cover its due amount. A smaller payment leaves it Partially Paid.

For a Project-linked invoice, this same payment truth can satisfy a configured Project activation or final-delivery gate. A fully paid invoice can trigger eligible automatic activation or automatic final release; otherwise, the authorised manual Project action is still required. Reversing payment after release does not retract the client’s released final, but the Project is flagged for attention.

Pay with customer wallet credit

Wallet is available only when the invoice has a linked existing customer. Select Wallet, review Available balance, and use Use Max Wallet or enter an amount that does not exceed both the wallet balance and invoice due.

Wallet payment debits the customer’s business-specific store credit. It does not create cashbook or bankbook income. Review the customer’s Wallet tab for the matching transaction.

Important information

Customer wallet credit is not cash, a bank account or a general-purpose payment balance. It belongs to the customer relationship with this business and cannot be assumed transferable.

Warning

Do not record a payment based only on a screenshot or verbal assurance. Verify the external payment or wallet balance, select the correct invoice and record the correct mode and account. Never enter card numbers, CVVs, UPI PINs, OTPs or banking passwords in a payment reference or note.

Correct a mistake

Do not add a negative or invented payment. If a fully paid invoice must be reversed, use the supported credit-note workflow. For a wrong partial payment or reconciliation issue with no visible correction action, preserve the evidence and contact Yepsta Support.

Related guides

• Create and Manage Invoices
• Understand Yepsta Pay
• Reverse a Paid Invoice with a Credit Note
• Use the Cashbook and Bankbook
• Understand Loyalty Analytics and Balances
• Manage Project Billing, Invoices, and Payments
• Manage Deliverables, Reviews, Approval, and Final Release

Last reviewed: 1 September 2026