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Payments Received ​

Every payment you get from a client can be tracked down and used to settle all of their unpaid bills in 'Payments Received'.

Creating a Payment Received ​

Payment Received

To create a customer payment,

  1. Go to the Sales module on the sidebar,and click on 'Payments Received' section.

  2. Click on the 'Create Customer Payment' button on the top-left of the Payments Received List page,or click the 'New' button found on the view page or click the plus (+) next to 'Payments Received' on the sidebar.

  3. Select the customer whose payment is being received,and fill in all the other details related to the payment.The amount could either be paid in full or a small potion of it depending.

  4. At the bottom, a table with all the unpaid invoices will be displayed,and a user can also choose to distribute amount being paid among the unpaid bills using the 'Distribute Amount' option.

  5. Once done, click on 'save'.

Viewing a Payment Received ​

To view a customer payment,click on the payment # of a any payment on the Payments Received list page.

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The view page has a few sections that include:

  1. The Customer Details section

Contains contact information about the customer.

  1. The Paid Invoices table

Displays specific invoice details to which the payment has been allocated.

  1. The Transaction Details
Field NameDescription
PaymentThis is the payment # that is automatically generated.
Reference NoUnique identification number assigned to the payment in the system.
Payment Date Date that payment was made.
Payment ModeMethod in which the customer paid.For example, Mpesa, Cheque, Credit, Bank Transfer, etc.
Deposit ToAccount in which the payment is to be deposited to.
StatusCould be success,failed,pending or void.
  1. Payment Details

Displays the Payment Amount,Amount Used and Balance Due.

The View Page Features ​

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The view page has a number of features that include:

  1. Edit Feature

This can be used when the user wants to change details about the customer payment.

  1. Apply To Invoice

Used to allocate a specific payment to an invoice.

  1. Refund

For example,if the customer paid excess,or there were some damaged goods ,you can use the refund option to return some of the money back to the customer.

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Deleting a Payment Received ​

To delete a customer payment, go to the Payments Received view page, select on the downward arrow to the top-right of the page and click 'void payment' ,if sure confirm 'ok'.