How invoice payments work

The Record payment section lets you record money received from a customer against an invoice. Payments can be full or partial, and they reduce the invoice balance.

How to record a payment

• Open the invoice.
• Go to Record payment.
• Enter the amount paid.
• Choose the payment date.
• Choose the payment method.
• Enter an optional reference if you have one.
• Add optional payment notes.
• Choose whether to also add the payment to Sales if appropriate.
• Tap Record payment.

Full payment

• A full payment clears the invoice balance.
• The invoice can become fully paid.
• The balance due becomes zero.

Partial payment

• A partial payment reduces the balance but does not clear it.
• The invoice can show as part-paid.
• You can record more payments later until the balance is zero.

Payment method and account

• Cash means the customer paid in physical cash.
• M-PESA means the customer paid by mobile money.
• Bank/Card means the customer paid through bank, card, or another bank-linked method.
• Choosing the correct payment method helps Bizwazi update the correct account and explain balances.

Reference and notes

• Use reference for M-PESA code, bank reference, cheque number, or customer reference.
• Use notes for extra details such as who paid, why the payment was delayed, or whether the payment was part of an arrangement.