Payments
Record cash, mobile money and bank payments, and keep every balance accurate.
A payment is money received against a lease. Recording it updates the lease balance, the customer page and your reports at once.
Record a payment
On a lease, choose Record a payment. Enter the amount, the date and the method: cash, M-Pesa, Mixx by Yas, Airtel Money, bank transfer or other. Add the transaction reference so it can be matched to your statement later.
Mobile money can wait for confirmation
If a mobile money payment has not been confirmed yet, record it as pending. A pending payment does not count toward balances or reports. When the money arrives, confirm it and it is applied; if it never arrives, mark it failed.
Invoices and credit
For itemized leases, link a payment to the invoice it settles. It is applied up to what is still owed on that invoice, and any extra stays on the lease as credit. A payment you do not link to an invoice is held as credit too.
Duplicate warning
If a payment looks like one you already recorded (same reference, or same amount, method and date), you are asked to confirm before it is saved.
Receipts and reminders
Download a PDF receipt for any payment. You can also turn on SMS receipts, and SMS reminders for overdue payments, in Business Settings. Both are off until you opt in.
Corrections
Payments are never deleted. A mistake is corrected with a reversal, so your records always show what really happened.