Payment Management
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Table of Contents
At Finance App, choose tab Payment
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/05/21/5a638fe7-f184-4167-b491-50000dfb1bd0/98d83121-995f-4fd3-925f-12e63704aa7c.png)
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
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Payment information
- Method
- Reference
- Invoice #
- Remark
- Create
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/7f6f3461-9480-4595-82da-da0cf731f52f/4474d752-b096-4062-bb3b-50cf3487efe0.gif)
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
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/05/21/7f25a4c6-3250-48fc-9cb9-cd56c6676292/4e9b591a-e39c-43aa-b100-3e32faba3e48.png)
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)
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/e4a78008-498b-48e1-be10-c9aec3b7590f/1b73c4e9-f7ec-45c6-995d-bc2431199a64.gif)