The Payments tab serves as the central operational interface in Finance Hub to record, track, and reconcile customer payments against issued invoices.

Filter by Payment Status

• Select the Status dropdown menu on the Payments page.
• Choose a filter option:
  • All: Displays all received payment records regardless of assignment or allocation state.
  • Unassigned: The payment transaction has been recorded, but it has not yet been assigned to a specific buyer organization.
  • Unallocated: The payment has been assigned to a buyer organization's account, but none of the funds have been allocated toward outstanding invoices.
  • Partially allocated: A portion of the payment has been allocated to offset invoices, while an unallocated balance remains.
  • Fully allocated: The full payment amount has been completely allocated against outstanding invoices.

Search Payment Records

• Click the search box in the filter bar.
• Enter a customer name or reference keyword (e.g., rose Test) to narrow down the payments list.

Export Payment Reports

• Click the Export button in the top-right corner of the page.
• Input or verify the destination email address in the Send to email field.
• Define organization scope:
  • Search and select specific companies using the Select organization dropdown, or
  • Check Select all to include all associated organizations.
• Click Export to send the report to the specified email address.

Add New Payment 

• Navigate to the Payments tab.
• Click the + New payment button in the top-right corner.
• Customer: Select or type the customer name in the field.
• Amount: Enter the payment amount (e.g., 100) and verify the currency (SGD).
• Received date: Select the date the payment was received using the calendar picker.
• Method: Choose the payment type from the dropdown menu (e.g., Cash, Cheque, or Bank transfer).
• Reference: Type a reference title or note.
• Invoice #: Enter the associated invoice number.
• Remarks: (Optional) Add any additional notes if needed.
• Click Create

Assign & Allocate via the Payments Tab

Assign Organization to Payment

• Navigate to the Payments tab and click on an Unasigned payment to open the Payment details side panel.
• Click Update next to Assignments & allocations.
• Select the target organization from the dropdown menu

Apply Payment to Topup/Proforma Invoice

• In the Payment details side panel, click Update under Assignments & allocations.
• Check the box next to the target invoice.
• Add or select the target invoice under Allocations, specify the allocated amount, and click Save. The payment status will change to Fully allocated.