Recording Payments
Manage installments, track debt, and maintain clear financial records.
1
Adding a New Payment
Whenever a customer makes a deposit or pays their final balance:
- Find the order in your Order List.
- Click the Green Pencil (Edit) icon.
- On the right side of the screen, locate the Add New Payment section.
- Enter the amount and a short note (e.g., "Cash Deposit" or "Final MoMo payment").
2
Understanding Balance Tracking
The system automatically calculates the math for you:
Total Cost: GHS 500
Payments Made: GHS 300
Remaining Balance: GHS 200
Payments Made: GHS 300
Remaining Balance: GHS 200
This balance is visible in red on your main Order List, making it easy to see who still owes you money.
3
Payment History
Below the payment form, you will see a History Table. This tracks every single Cedi received for that specific order, including the date and the exact time of the transaction.
Pro Tip: Recording a payment here automatically updates the Invoice. If the customer opens their digital invoice link again, they will see their new balance instantly!
Payments Tutorial:
