Record and reverse payments

Open an invoice from Invoices & Storage to see its balance and payments.

#Record a payment by hand

1. Under Record a payment by hand, choose the method: M-Pesa, bank or cash.
2. Enter the amount and the Date paid.
3. Enter the receipt or transaction reference. It’s optional for cash.
4. Choose Record payment.

You can part-pay an invoice, but not pay more than its balance. A reference can’t be used twice.

Tip: If an M-Pesa receipt has already come in on the M-Pesa screen, match it there instead of typing it here. See M-Pesa payments.

#Reverse a payment

If a cheque bounces or you’ve recorded the wrong amount:

1. Choose Reverse next to the payment.
2. Give the reason.
3. Choose Confirm.

The balance goes back up. The reversed payment stays on the invoice with its reason, so the history is complete.