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Collecting a Payment

Use this when a customer pays off an outstanding due — whether it's for a sale, a wallet recharge, or any other outstanding amount.

From the Dues page (all dues in one place)​

  1. Go to Dues in the sidebar
  2. Select the tab: Sales, Purchases, or Wallet Recharges
  3. Find the record you want to collect on
  4. Click Add Payment
  5. Enter the payment details:
    • Amount paid now
    • Payment method (Cash, UPI, Bank Transfer, etc.)
    • Cash/bank account
    • Reference number (optional — UTR, cheque no.)
  6. Click Save

From the record itself​

You can also add payment directly from the sale, purchase, or recharge:

  • Sale → Open sale → click Add Payment
  • Purchase → Open purchase → click Add Payment
  • Wallet Recharge → Member profile → Wallet tab → click Add Payment on the recharge

Collecting in instalments​

You can collect payment in multiple instalments. Each Add Payment adds to the amount collected. The due balance reduces with each payment until fully cleared.

After collecting​

  • Due balance reduces by the amount paid
  • If fully cleared → status changes to Paid
  • If partially cleared → status stays Partial with updated remaining amount
  • Payment is logged in the Audit Trail automatically
tip

At the end of each day, open Dues and check all three tabs to see what's outstanding. This ensures nothing is missed.