How to receive a customer payment in Books?

TB Books · payments · Last updated August 17, 2026 · Version 1

This process works in apps: TB Books, TB POS

This article will teach you how to apply a payment to open invoices with the correct method, amount, and date.

Customer payments reduce open invoice balances and land in undeposited funds until you record a bank deposit. Method and date must match how the shop actually took the card or cash — End of Day and processor batches depend on it. POS Lite checkout may create payments automatically; Books is where you apply or adjust them against AR.

Steps

• Open Payments (customer receipts) in Books.
• Click New Payment or open an existing undeposited receipt.
• Select the customer.
• Choose the open invoice(s) to pay.
• Enter amount, payment method, and date received.
• Review unapplied balance if the customer paid more than selected invoices.
• Save to apply the payment.

Conclusion & best practices

Avoid over-applying payments without clear unapplied-cash handling. Deposit undeposited receipts regularly under Banking → Deposits so bank reconciliation stays simple. If a payment was entered twice, void or reverse through the proper workflow rather than editing invoice balances directly.