Payment Management

Written by B3Networks Academy

Updated at May 29th, 2023

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Table of Contents

1. Add new payment 2. Assign the payment to a customer and allocate it to the respective invoice(s) Note:

At Finance App, choose tab Payment

The tab allows you to:

Record payment that you receive from customers.
Assign the payment to a customer and allocate it to invoices.
Top-up payment to customers' accounts.
View, edit and delete a payment.

1. Add new payment

In order to add a new payment, please follow the step below:

Go to the Finance app
Choose Payment tab
Click + New Payment
Fill in the necessary information:
- Customer name
- Amount
- Received date
- Payment information
  - Method
  - Reference
- Invoice #
- Remark
Create

2. Assign the payment to a customer and allocate it to the respective invoice(s)

In order to allocate a payment, please follow the step below:

Go to the Finance app
Choose Payment tab
Select the appropriate payment
Click the Eye icon
Choose the Pencil icon at:
- Assigned Organization
- Allocation
Search the invoice by:
- Organization name
- Invoice
- Issued date
Select the appropriate invoice
Click Assign & Allocate
Once done, you can check the invoice status in the Invoice app

Note:

In the case of a top-up invoice, allocating the payment means provisioning that invoice.
You can UN-ASSIGN a payment out of an account. However, the maximum time to edit is 5 (assign-unasssign-assign-unassign-assign)

finance handling payment control