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Payments

Track every payment, know what's outstanding, and never miss a follow-up.

In This Section​

Quick Video: Create a Payment Record​

  • Open an invoice and click Record Payment or go to Payments → Record Payment.
  • Enter amount, date, method, and optional reference; save to update the invoice balance.
  • See the full walkthrough in Record a Payment.

Key Features​

Real-Time Tracking​

See at a glance:

  • What's been paid
  • What's still outstanding
  • Overdue amounts

Multiple Payment Methods​

Accept and track:

  • Cash
  • Bank transfer
  • Mobile money (M-Pesa, etc.)
  • Card payments
  • Cheques

Automatic Invoice Updates​

When you record a payment:

  • Invoice status updates automatically
  • Balance adjusts in real-time
  • Customer account stays current

Payment History​

Full history for each customer:

  • All payments made
  • Invoices they were applied to
  • Payment dates and methods