How To: Receive A Payment Using WinWeb Invoicing Software


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In order to keep on top of your small businesses’ cash-flow it is imperative to be able to log when payments are received – this also helps you to keep up to date records of your dealings with customers and the ability to quickly recognise consistent late payments. This quick guide shows you how to log a payment in WinWeb’s Invoicing Software.

Winweb Invoicing Software

Simply log in to your WinWeb Console and click on the invoicing icon at the top of the screen to take you in to the Invoicing Module.

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This will open the Overview tab of the invoicing Software module. In order to log a received payment click on the actions cog next to the relevant customer, and then click “receive payments”.

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This will open a window displaying all outstanding invoices for that customer. Choose the relevant invoice and enter the amount that has been paid, the payment method and any notes to accompany the payment.

Winweb Console - Invoicing 7

Details of this payment will now be transferred to your accounting or bookkeeping software, the overview section of your invoicing software and the record for that customer will be updated across WinWeb’s Small Business Software – including in the Contacts CRM Module.

WinWeb’s Invoicing Software offers a truly integrated way to carry out your invoicing – saving your business time and money.



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