Step 5 of 13: Payments

Payments

Record and track payments

Payments

Record and track payments for approved purchase requests. The payment system helps maintain accurate financial records.

Administrator Payment Access

Full access to view all payments and record new payments

Recording a Payment

1

Navigate to Payments

Click "Payments" in the sidebar to view the payments list

2

Click "Add Payment"

Or navigate to an approved request and click "Record Payment"

3

Select the Request

Choose the approved purchase request for which you're recording payment

4

Enter Payment Details

Specify the amount, payment method (Cash, Bank Transfer, Check), and reference number

5

Save the Payment

The payment will be recorded and the requester will be notified

Payment Methods

Cash

Direct cash payments

Bank Transfer

Electronic bank transfers

Check

Payment by check

Partial Payments

The system supports partial payments:

  • Record multiple payments against a single request
  • Track the remaining balance automatically
  • Request becomes "Fully Paid" when total payments equal the request amount
  • Only fully paid requests can be received into inventory
Payment Notifications

When a payment is recorded, the requester receives an email notification with the payment details.

Payments

Record and track payments for approved purchase requests. The payment system helps maintain accurate financial records.

Finance Payment Access

View and record payments for approved requests in your branch

Recording a Payment

1

Navigate to Payments

Click "Payments" in the sidebar to view the payments list

2

Click "Add Payment"

Or navigate to an approved request and click "Record Payment"

3

Select the Request

Choose the approved purchase request for which you're recording payment

4

Enter Payment Details

Specify the amount, payment method (Cash, Bank Transfer, Check), and reference number

5

Save the Payment

The payment will be recorded and the requester will be notified

Payment Methods

Cash

Direct cash payments

Bank Transfer

Electronic bank transfers

Check

Payment by check

Partial Payments

The system supports partial payments:

  • Record multiple payments against a single request
  • Track the remaining balance automatically
  • Request becomes "Fully Paid" when total payments equal the request amount
  • Only fully paid requests can be received into inventory
Payment Notifications

When a payment is recorded, the requester receives an email notification with the payment details.