Recording customer payments and receipts

Two ways to record

• Record payment (detailed): from the Invoices page, “Record payment” — amount, method, reference number, and the customer's receipt image. Partial payments are supported; the invoice turns “partially paid”.
• Quick mark: the “Paid” button closes the invoice instantly without details — reversible to “unpaid” if clicked by mistake.

Approval (optional)

With “payments require approval” enabled in settings, an agent-recorded payment waits for a manager's approval before it counts — separating entry from financial review.

Incoming payment notifications

The Payment Notifications page collects incoming wallet-transfer SMS messages so you can match them to invoices quickly.