Customer payments

Record money a customer pays you against their invoices.

Recording a payment

1. Open Sales > Payments and choose Record payment, or choose Record payment on an invoice.
2. Choose the customer and enter the amount and date.
3. Choose how they paid. For M-Pesa, enter the transaction code (for example SJK3L2M9XX): it is required, and it lets you match the payment to your M-Pesa statement.
4. Choose the account the money went into: Cash, M-Pesa or a bank account.
5. Apply it to their unpaid invoices. Apply oldest first fills them from the oldest due date. Anything not applied stays as the customer's credit.

Saving posts the payment: the money goes into the account you chose and the customer owes less.

Mistakes and bounced cheques

Open the payment and choose Void with a reason. The invoices it paid become unpaid again and the money comes out of the account.