Should invoice payments be added to Sales?

When recording an invoice payment, Bizwazi may offer an option called Also add this payment to sales. This controls whether the payment should appear in Sales records and reports.

What the option does

• If selected, Bizwazi creates a linked sales record for the invoice payment.
• The payment can then appear in Sales and sales reports.
• The Sales row should point back to the invoice so the user understands what the sale relates to.
• The invoice payment history will show whether the payment was added to sales.

When to use it

• Use it when the payment should count as sales income in your Sales records.
• Use it when you want the payment to affect daily sales totals.
• Use it when you are receiving money for goods or services that were invoiced earlier.

When to be careful

• If the sale was already recorded separately, adding the invoice payment to Sales may double-count income.
• If you are only tracking the invoice balance and not treating the payment as a new sale entry, leave it unticked.
• Use a consistent workflow so reports stay clean.

Inventory warning

• For invoice lines linked to inventory, stock is only reduced when an invoice payment is added to Sales.
• If stock is too low at that point, Bizwazi may block stock deduction.
• Custom items and services do not affect stock.

Example

• A shop invoices a customer for 10 items. The customer pays later by M-PESA. If you tick Also add this payment to sales, Bizwazi can add that payment to Sales and deduct linked stock where applicable.