How to Process a Payment

Time: 1 minute Result: Payment recorded for customer

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Steps

Step 1: Navigate to Receipts

1. In the sidebar, click Consultancy
2. Select Receipts

Step 2: Find the Receipt

1. Locate the customer's receipt (auto-generated on application)
2. Click on the receipt or select Process Payment

Step 3: Enter Payment Details

Field	Description	Required
Amount	Payment amount	✅
Payment Method	Cash, card, transfer, etc.	✅
Reference	Transaction reference	Optional
Notes	Additional notes	Optional

Step 4: Save

1. Review payment details
2. Click Save
3. Receipt status updates to Paid/Partial

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Result

✅ Payment is recorded and receipt status is updated.

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Payment Statuses

Status	Meaning
Pending	No payment received
Partial	Part payment made
Paid	Full payment received