What this page is for
This page records a payment a customer has made towards their house account, and allocates it to what they owe at the same time. A house account must already be open; if it is blocked for new credit, a payment can still be recorded against what is already owed.
Only people whose role can operate on customers see this page, and only alongside a role that can view payments.
Fields
Amount received
How much the customer paid, in the account's own currency. Required, and must be above zero.
Example: 25000
Paid by
Which payment method the money came in on, such as cash, M-Pesa or a cheque.
Example: M-Pesa
Received at
The branch the payment was taken at.
Example: Westlands
Received on
When the money was received. Required.
Example: 2 October 2026, 11:00
Reference (optional)
The payer's own reference for the payment, such as an M-Pesa code or a cheque number.
Example: QFT5K8L2MN
How to…
How to record a payment
- On the customer's page or statement, press Record a payment.
- Fill in Amount received, Paid by, Received at, Received on and, if you have one, Reference.
- Choose how to apply it: Oldest first clears the items due earliest, each in full, until the money runs out; Choose the amounts lets you split it across items yourself, including part of one.
- Press Record payment.
How to leave some of it unallocated
Leave an amount unallocated under Choose the amounts, or let Oldest first run out before every charge is cleared. The remainder stays on the payment as a visible credit and is used on the next charge, or allocated later from the statement; see Allocate a payment.
Worked examples
Restaurant and bar
The Acacia Grill & Bar records Coastal Logistics Ltd's month-end settlement: Amount received 58000, Paid by Bank transfer, Received at Westlands, Received on today, Reference FT26100212345. With Oldest first chosen, it clears the two oldest invoices in full and leaves KES 3,000 (Kenyan shillings) still on the three invoices not yet due.
Supermarket
Tumaini Supermarket records a cash payment from a shop that wants to pay off one specific overdue invoice rather than its oldest one. The manager chooses Choose the amounts and types the full amount against that one invoice, leaving the others untouched.