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Documentation Index

Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt

Use this file to discover all available pages before exploring further.

When a customer pays — whether by bank transfer, cash, or PromptPay — you record the payment against the invoice. The invoice status updates and a receipt is generated.

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Recording a payment

1

Open the invoice

From the Invoices list or the customer’s detail panel.
2

Click 'Record Payment'

A side panel opens.
3

Enter the amount

Defaults to the full balance. You can change it for partial payments.
4

Pick the payment method

Bank Transfer, Cash, PromptPay, Credit Card, Cheque, or Other.
5

Add the reference

Bank slip number, transaction ID, or any reference you want to keep.
6

Set the payment date

Defaults to today. Edit if the payment came in earlier.
7

Attach proof (optional)

Upload a screenshot of the bank slip or PromptPay confirmation. Stored on the invoice.
8

Save

The payment is recorded. The invoice status updates. A receipt is generated.

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Payment methods

MethodWhen to use
Bank TransferCustomer transferred via online banking
CashPaid in person
PromptPayCustomer scanned the QR in the portal or your invoice
Credit CardIf you accept cards via your own merchant
ChequeCheque number goes in the reference field
OtherAnything else — wallet apps, foreign transfers, etc.
The method is for reporting only — it doesn’t trigger anything in your bank. JingjaiOps is not connected to your bank account; you record what came in.

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Partial payments

A partial payment is anything less than the invoice balance. Just enter the smaller amount when recording the payment. The invoice moves to Partial status with the new balance shown. You can record additional payments any time, each generating its own receipt. When the cumulative payment equals the invoice total, the invoice flips to Paid. Example flow:
  1. Invoice for ฿107,000 issued and sent.
  2. Customer pays ฿50,000 deposit-style → status: Partial, balance: ฿57,000.
  3. Customer pays remaining ฿57,000 → status: Paid, balance: ฿0.
Each payment generates its own receipt. You can also send the full payment history (all receipts in one PDF) from the invoice’s Documents tab.

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Balance due calculation

The invoice’s Balance is always: 
Balance = Total − Σ Payments + Σ Credit Notes
If a credit note is applied (e.g., for a damaged item adjustment), it reduces the balance the same way a payment does. The status flips to Paid when the balance reaches 0.

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Receipt generation

A receipt is generated automatically every time you record a payment. The receipt:
  • Has its own number, format RC-YYYY-NNNN (configurable prefix)
  • Lists the payment amount, method, reference, and date
  • References the original invoice number
  • Is bilingual EN/TH
  • Is downloadable from the invoice’s Documents tab and the customer’s portal
For pre-payments (paid before the job starts), the receipt uses a different prefix PREREC-YYYY-NNNN. Read Pre-payment for more.

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Payment history

Each invoice has a Payments tab showing every payment recorded against it:
DateAmountMethodReferenceReceipt #
14 Mar 2026฿50,000Bank TransferKBank slip 8824RC-2026-0182
18 Mar 2026฿57,000PromptPayTXN-72-9914RC-2026-0211
Click any row to see the full payment detail or download the receipt.

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Editing or voiding a payment

If you recorded a payment by mistake:
  1. Open the payment record from the Payments tab.
  2. Click Edit to change amount, method, or reference.
  3. Or click Void to remove it (Admin only).
Voiding a payment voids the receipt as well. The invoice balance recalculates immediately. The action is logged in the audit trail with a required reason.
If a customer asks you to “use my prior overpayment” against a new invoice, record the prior overpayment as a credit on the customer profile, then apply it as a Credit Note on the new invoice. JingjaiOps doesn’t currently auto-apply prior overpayments.