Last Updated on July 15, 2020 by Madelein Wolfaardt

Receiving payments has never been easier.

Smart iT has more than one way to receive money from a client paying his account.
Bank Manager, Customer Journal or Customer Receive Payment. In this tutorial, we will look at the Customer Receive Payment module.

Step 1:

Go to Customer > Receive Payment

Step 2:

You have 2 options.

Option 1:

• Select the customer who is paying his account.
• Fill in the “Tendered” amount. (How much he is paying.)
• Fill in how the client is paying I.E credit or debit card, cash or split payment, so cash and card.

Option 2:

• Fill in the Invoice, Sales Order or Job No.
• Smart iT will then automatically select the customer and fill in the “Tendered” amount.
• You will still need to fill in how the client is paying.
• Smart iT will also then automatically allocate the amount being paid to the invoice number.
  

Step 3:

• Double-check your transaction date. Normally it will only change if it was an EFT payment.
• Fill in a “Reference” not required but it helps when you need to search for something specific.
• Select your “After Process” option
  “Auto Reconcile Customer” – This will automatically allocate the amount being paid against the oldest outstanding invoices.
  “Open Allocation” – The customer enquiry form will open up and you can manually go allocate the amount being paid against specific invoices.

Step 4:

• Click on “Process”

Please do not hesitate to call us for assistance.