How to record the ‘Payment Date’?

Recording the payment date when adding a new payment to an unpaid invoice.

Step 1: Click on Billing on the left-hand navigation to see the Invoices table on the Car and Van Rental Software.

Step 2: Open any Unpaid Invoice by clicking on the invoice ID. 

Step 3: Click on the 'Add New Payment' button at the bottom to add a payment to the invoice. 

Step 4: Select the relevant payment mode from the dropdown (Card, Cash or Offline Bank Transfer). 

Step 5: Now, click on the 'Select Payment Date' text in the next field to reveal the calendar for selecting the date. 

Step 6: Once you've selected the date, click on the 'Save' button payment to complete recording the payment on the invoice. 

Step 7: That's it. You can now see the payment date against the corresponding payment on the Payments table on the invoice. 

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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