NavigateERP for African business

Receiving a payment from a customer

Record money received and allocate it to the invoices it pays.

Steps

  1. Go to Payments → Receive a payment (or open an invoice and click Receive payment).
  2. Choose the customer - their open invoices are listed.
  3. Tick the invoices being paid: each is paid in full unless you lower the figure. The amount is their total.
  4. Choose the method (M-Pesa, bank, cash) and enter the reference.
  5. Click Save receipt.

Good to know

  • Paying more than the ticked invoices? Tick Keep the difference on the customer's account - it stays as a credit.
  • The money appears in the bank, cash or M-Pesa account you chose.