Payments
Record cash, mobile money and bank payments, and keep every balance accurate.
A payment is money received against a lease. Recording it updates the lease balance, the customer page and your reports at once.
Record a payment
On a lease, choose Record a payment. Enter the amount, the date and the method: cash, M-Pesa, Mixx by Yas, Airtel Money, HaloPesa, bank transfer or other. Add the transaction reference so it can be matched to your statement later.
Mobile money can wait for confirmation
If a mobile money payment has not been confirmed yet, record it as pending. A pending payment does not count toward balances or reports. When the money arrives, confirm it and it is applied; if it never arrives, mark it failed.
Payments reported by tenants
A tenant with portal access can report a mobile money or bank payment from their lease page, with a transaction reference, a screenshot or both. It waits under Payments to Review on the Payments page and does not count toward the balance. Check that the money arrived, because a screenshot alone does not prove it. Then confirm the payment, or reject it with a reason the tenant can see.
Daily collections
For leases billed by the day, Daily Collections shows who has paid, who has part paid and who has not, with the people to chase first at the top. Paid ahead means earlier payments already cover that day. Record a payment straight from the list, or choose an earlier date to look back.
Invoices and credit
For itemized leases, link a payment to the invoice it settles. It is applied up to what is still owed on that invoice, and any extra stays on the lease as credit. A payment you do not link to an invoice is held as credit too.
Duplicate warning
If a payment looks like one you already recorded (same reference, or same amount, method and date), you are asked to confirm before it is saved.
Receipts and reminders
Download a PDF receipt for any payment, or choose Small Print for a narrow receipt on a 58mm or 80mm receipt printer. You can also turn on SMS receipts, and SMS reminders for overdue payments, in Business Settings. See SMS messages and receipt printers.
Corrections
Payments are never deleted. A mistake is corrected with a reversal, so your records always show what really happened.