Receiving Payments

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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.