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Recording Payments

Overview

Log received payments against invoices, sales, or accounts to keep your books accurate.

Step-by-Step Guide

1

Open Payments

Go to Sales → Payments or Invoices → Record Payment.

2

Select Invoice

Choose the invoice or sale to apply the payment to.

3

Enter Payment Details

Select payment method, amount, date, and reference number.

Tips & Best Practices

Tip: Enable auto-reconciliation for M-Pesa payments to save time.