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Payment Received

Manage Payment Received​

"Payment received" in the console refers to the completion of a financial transaction where funds are successfully transferred from the payer to the payee. This can occur through various methods such as cash, check, credit card, bank transfer, or digital payment platforms. Once received, the payment is typically recorded in financial accounts to ensure accurate tracking and reconciliation. The receipt of payment confirms the fulfilment of a financial obligation, allowing the recipient to allocate the funds towards expenses, savings, or investment.

Add Payment Received​

  1. Navigate to the 'Payments Received' tab.

  1. Click on the "Add" button.

  1. Fill in the required fields that appear, such as company, account, client, transaction ref no, amount received, date and other pertinent details.

  1. Click on the "Invoices" button. To add invoice(s) for which payment is received.

  1. Select "Invoice(s)".

  1. Once all details are entered, click the "Save" button.

  1. To review existing payments, browse the list in the 'Payments Received' tab and select any entry to view detailed information.

Edit the saved Payment received​

  1. Access the Edit Feature: Locate and click on the 'Edit' icon next to the payment entry you wish to update.

  1. Modify Payment Details: Adjust the payment information as necessary, such as the amount, date, or recipient details.

  2. Confirm and Save: After making the changes, click the 'Save' button to ensure all updates are properly saved to the payment record.