Fill in the Transaction Details: 

• Contact: Search and select the customer or 'create new a contact'
• Date: Enter the date the payment was received
• Reference No.: Optional field to record bank transaction ID or cheque number
• Account: Choose the bank or cash account where the income is received
• Amount: Enter the total amount received
• Description: Describe the nature of the payment (e.g., "payment for invoice INV00007")
• Payment Received: Select the payment method
• Amount Received: Confirm the amount received matches the total due

Upload Supporting Document (Optional):

• You can attach a file such as a receipt, payment slip, or bank-in slip

Save the Record

• Click Save to confirm the transaction

Once saved, the transaction will be reflected in your cash/bank balance and can be matched against an invoice or tagged as general income.