What this page is for
Payments lists every payment taken at a till or settled from the back office: cash, M-Pesa, card, bank transfer and house account (credit) payments alike. Each row is one payment, never a bill: a bill paid with cash and M-Pesa together shows as two rows.
A payment has no in-between state. The moment it exists, it is settled; a phone prompt or a scan that has not yet been confirmed is a payment request, not a payment, and it never appears here until it resolves. If a payment is later put right, Tulindo never edits it: it writes a reversing payment alongside the original, and both are listed.
Everyone whose role can view payments sees this page.
The columns:
- Settled: when the payment was recorded as money in hand or money owed.
- Method: the way it was paid, such as Cash or M-Pesa paybill.
- Amount: how much, in the currency it was taken in.
- Bill: the bill's receipt number, once it has one.
- Reference: the M-Pesa receipt number, the card's last four digits, or the bank's own reference.
- Till session: the shift the money was taken in, where one was open.
- Taken by: who took it, or Matched automatically where Tulindo placed an M-Pesa receipt on a bill itself.
- Status: Settled, or Reversed when a correction undid it.
A reversed row carries a coloured edge so it stands out.
How to…
How to find a payment
Use the filters above the list: Status, Method, Branch (where you trade from more than one branch) and Settled (a date range).
How to open a payment
Press the row to see every detail: the exact amount tendered and change given, the rate used if it was converted, and links to the bill and the till session it belongs to.
Worked examples
Restaurant and bar
The Acacia Grill & Bar in Westlands takes a table's bill of KES 4,500 (Kenyan shillings) half in cash and half by M-Pesa. Two rows appear here against the same bill: one Cash for KES 2,250, one M-Pesa prompt to the customer's phone for KES 2,250, each Taken by the waiter who closed the bill.
Supermarket
Tumaini Supermarket in Nakuru sells to a wholesale customer on a house account. The row shows Method House account (credit), Taken by the cashier, and no till session, because no drawer was involved.