Record Payment Receipt

I. Record Payment in the Accounting Interface

Step 1: Select the invoice to record payment

Go to Accounting → Revenue tab and find the invoice that needs to be recorded.

You may:

• Click View to review all shipment details and invoice details before recording payment.
  

• Or quickly check the invoice charges by clicking Detail in the Charge column.

Step 2: Record the customer payment on Freightek

Method 1: Tick the invoice → Actions → Make Receipt Record
(If selecting multiple invoices at once, the button may show Complete Receipt.)

Note: You may select multiple invoices from different shipments as long as they belong to the same customer.

Method 2: Click the Record button in the first column of the invoice.A popup window will appear → select Receipt Record.

Method 3: Click (or hover) the arrow next to View → select Receipt Record.

Step 3: Fill out the payment details

A “Make Receipt Record” window will appear.

Enter the required details:

• Recipient Type: default is based on the invoice; may also choose Provider or Custom.

• Select Lead/Client: default customer for the invoice; can be changed if needed.

• PIC: customer’s point of contact.

• Receipt Date: date the payment was received.

• Amount: auto-filled with invoice amount; can adjust if partial payment is received.

• Payment Method: method used for payment.

• Description: payment description (optional).

• Note: internal comments (optional).

• Attachment: upload supporting documents (e.g., bank transfer slip).

If the customer pays partially, adjust the Amount field to match the actual payment.

Step 4: Click Save

The payment receipt is now successfully recorded.

II. Record Payment Directly Inside a Shipment

This option records receipt per invoice, from within the shipment.

Step 1: Go to Operation → Shipment → View the shipment.

Step 2: Go to Billing & Costing → Billing.

Step 3: Find the invoice → click the arrow next to it → select Receipt Record. Then follow the same payment entry steps described in Section I, Step 3.