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Payments: immediate visibility

Record each receipt to reduce overdue balances and disputes.

Payment management principles

Golden rule

Every received payment must be recorded within the same hour.

Security

Always confirm receipt before recording.

Recording process

Step 1: Receipt

  • Confirm payment received
  • Identify exact amount
  • Note date and time

Step 2: Recording

  • Access the order
  • Click on "Payment"
  • Enter amount and method

Step 3: Confirmation

  • Check remaining balance
  • Notify customer if needed
  • Update status

Practical cases

Situation Detailed action Expected result
Deposit received
  1. Create partial payment
  2. Set due date
  3. Notify customer
 Remaining balance visible
Full payment
  1. Mark order paid
  2. Verify closure
  3. Notify customer
 Order closed
Late payment
  1. Identify delay
  2. Plan follow-up
  3. Add system note
 Automated follow-up

Payment methods

Cash

Mobile transfer

Bank card

Bank transfer

Avoid: Keeping payments in external unsynced notes.
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