Payment Management

At Finance App, choose tab Payment

The tab allows you to: 

1. Record payment that you receive from customers.
2. Assign the payment to a customer and allocate it to invoices.
3. Top-up payment to customers’ accounts.
4. View, edit and delete a payment.

1. Add new payment

In order to add a new payment, please follow the step below:

1. Go to the Finance app
2. Choose Payment tab
3. Click + New Payment
4. Fill in the necessary information:
   • Customer name
   • Amount
   • Received date
   • Payment information
     • Method
     • Reference
   • Invoice #
   • Remark
5. Create

2. Assign the payment to a customer and allocate it to the respective invoice(s)

In order to allocate a payment, please follow the step below:

1. Go to the Finance app
2. Choose Payment tab
3. Select the appropriate payment
4. Click the Eye icon
5. Choose the Pencil icon at:
   • Assigned Organization
   • Allocation 
6. Search the invoice by:
   • Organization name
   • Invoice
   • Issued date
7. Select the appropriate invoice
8. Click Assign & Allocate
9. Once done, you can check the invoice status in the Invoice app

Note:

• In the case of a top-up invoice, allocating the payment means provisioning that invoice.
• You can UN-ASSIGN a payment out of an account. However, the maximum time to edit is 5 (assign-unasssign-assign-unassign-assign)