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
To create a customer payment,
- Go to the Sales module on the sidebar,and click on 'Payments Received' section.
- 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.
- 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.
- 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.
- 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.
The view page has a few sections that include:
- The Customer Details section
Contains contact information about the customer.
- The Paid Invoices table
Displays specific invoice details to which the payment has been allocated.
- The Transaction Details
| Field Name | Description |
|---|---|
| Payment | This is the payment # that is automatically generated. |
| Reference No | Unique identification number assigned to the payment in the system. |
| Payment Date | Date that payment was made. |
| Payment Mode | Method in which the customer paid.For example, Mpesa, Cheque, Credit, Bank Transfer, etc. |
| Deposit To | Account in which the payment is to be deposited to. |
| Status | Could be success,failed,pending or void. |
- Payment Details
Displays the Payment Amount,Amount Used and Balance Due.
The View Page Features
The view page has a number of features that include:
- Edit Feature
This can be used when the user wants to change details about the customer payment.
- Apply To Invoice
Used to allocate a specific payment to an invoice.
- 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.
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'.