Can I invoice a booking twice?

A booking that is already on an invoice is not offered again. Edit the existing invoice, or raise a separate invoice for a new adjustment booking.

The customer paid part of the invoice. What status does the booking show?

Partial Payment. It moves to Payment Received when the balance amount on the invoice reaches zero.

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Raise your first invoice and record a payment

You will have a customer invoice that lists your first booking, a receipt allocated against it, and the booking’s status moved from Pending Invoice to Payment Received.

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Billing in NShine ERP starts from bookings, not from a blank invoice. A customer invoice picks one or more bookings of the same customer as its line items, with the amount from each booking’s Add Amounts. Tax is applied on the invoice, not on the booking.

A customer payment is then recorded and allocated against that invoice. The booking, the invoice, the customer balance and the cash or bank account all update from these two entries.

Before You Start

A saved booking with a freight amount under Add Amounts and Status Pending Invoice.
The tax rate you charge exists under Settings › Tax Rates (a GST or VAT rate, or a zero rate).
A Payment Type exists under Settings › Payment Type and a cash or bank account exists under Books › Bank.

Steps

Open Invoices › Customer Invoice and click Add. The Invoice No. fills from the Invoice numbering series.
Pick the Customer Name and set the Invoice Date and Due Date. The due date drives Age Days and the overdue notification.
Choose the Tax Rate and tick Apply RCM only if reverse charge applies to this customer. RCM Applicable on the customer record tells you whether it should be ticked.
Add the booking as a line item. Line items are chosen by Booking; the Amount (Excluding Tax) comes from the booking’s total. Invoice Amount and Amount to Receive are calculated.
Save, then print or share the invoice from the list row.
Open Payments › Customer Payments and click Add. The Receipt No uses the PAY prefix.
Pick Received From, the Payment Type and the Received Account, and set the Date.
Keep the mode on Against Voucher, enter the Paying Amount on the invoice row and save. A part amount leaves a Balance Amount on the invoice. Use Advance Payment instead when money arrives before any invoice exists.

Fields on the two forms

Field	What to enter	Required
Customer Name (invoice)	The paying customer of the booking	Yes
Invoice No., Invoice Date	Number from the series; date of the bill	Yes
Due Date	When payment is expected; drives ageing	Recommended
Tax Rate, Apply RCM	Tax on the invoice; reverse charge switch	Yes / No
Line items by Booking	One row per booking, Amount (Excluding Tax)	Yes
Received From (payment)	The customer paying	Yes
Payment Type, Received Account	How the money came and which cash or bank account it went to	Yes
Against Voucher / Advance Payment	Allocate to invoices, or hold as an advance	Yes
Paying Amount	Amount applied to each invoice row	Yes
Reference no, Notes, Payment Files	Bank reference, remarks, scanned advice	No

What This Changes

The booking’s Status moves to Invoice Created on saving the invoice, then to Partial Payment or Payment Received as money is allocated. The Invoice No. column on the bookings list fills in.
The customer’s Current Balance rises by the invoice amount and falls by the receipt; the dashboard Pending Payments › To Receive and Customer Payments: Received vs Pending follow.
The Received Account balance goes up, so Cash In Hand or Bank Accounts on the dashboard changes.
The invoice’s Payment Status shows Unpaid, Partial or Paid, and its Age Days counts from the due date until it is cleared.
Postings land in the customer’s Account Receivables ledger and the cash or bank ledger, so Day Book and Trial Balance reflect both entries.

Tips

Several bookings for the same customer can go on one invoice; add one line per booking.
If a customer pays before you bill, record an Advance Payment; it is auto-adjusted against future invoices.
Set the overdue invoice notification in Settings › Notification Settings so you hear about late payers without checking the list.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.