Record a payment

Fields marked * are required. Use Refund on the payment page to return money instead of editing the amount.

Back Back

Payer & amount

Who paid, how much and for what.

Customer

Amount (USD)

Sale or invoice

Links the payment to a POS sale or invoice.

Order or invoice no.

Links the payment to an order (SO-…) or a counter sale (POS-…).

Method

Payment method

Payment status

Completed Pending Failed Refunded

Bank transfers start as pending until the money arrives.

Proof of payment and where it was taken.

Received at

Reference

Terminal / device

Date and time

Transaction ID

Optional for cash payments.

Warehouse

Payment gateway

Anything the finance team should know and who gets the receipt.

Note0/200

Send the receipt to

Email a receiptMark that the customer was sent a receipt for this payment.

No customer yet

No method

Good to know

Pending and failed payments do not count as collected until you mark them as received.
To return money to a customer use Refund on the payment page. It keeps the refund history.
Non-cash payments need a transaction or reference ID so the bank statement can be matched.

Changes are saved in this browser only (no server).

Cancel Cancel