Record a Payment
Record a customer payment against an invoice. Lejr also suggests open invoices that match incoming bank deposits.
Recording a payment settles an invoice. The entry debits cash and credits accounts receivable: you have the money and are no longer owed it.
Revenue doesn't change. It was recognized when you posted the invoice, and counting it again would double your income.
Recording a receipt
- Open the invoice
Choose Record payment. Payments apply to a specific invoice, which keeps customer balances tied to accounts receivable.
- Enter the amount and date
Use the date the money arrived; it sets the period. A partial amount leaves the rest open.
- Choose the deposit account
The bank account that received it. That account is debited.
- Or match it in Review
When the deposit arrives in a connected account, Lejr suggests the invoice only if the amount matches the open balance to the cent and the customer is clear. It never guesses between two customers, and among same-amount invoices for one customer it picks the oldest.
Match instead of entering twice
Recording a payment by hand and then also accepting the bank deposit counts the receipt twice. Matching settles the invoice and accounts for the bank line in one step.
Unmatching returns the invoice to unpaid and the deposit to Review. The reversal is recorded; nothing is deleted.
Good to know
- Invoices paid online through Stripe record their own receipt. If a customer overpays online, the extra becomes their credit and a task asks you to apply or refund it.
- For a payment larger than what's open, Lejr asks where the extra goes: the customer's credit or an account such as tips or other income. To use any other account, cancel and use Split.
- Record payment also has Write off and Discount modes for amounts you won't collect.
- One deposit covering several invoices is applied across them. The deposit reconciles once; each invoice settles separately.