Recording Payments

Use Money to review payment activity and Record Payment to save manual water payments.

Open the Money workspace

1. Sign in to EasyBill.
2. Open the water workspace.
3. Select Money.
4. Use the available tabs. The app can show Payments, Bills, Charges, and Expenses depending on your permissions.

Review payments

1. Open Money.
2. Select Payments.
3. Use the date filter to choose the period.
4. Search by customer, account, method, reference, or other visible transaction detail.
5. Open a payment row to review details.

Record a manual payment

1. Open Record Payment or use the add action from the Payments screen.
2. Select the customer or account.
3. Enter the payment amount.
4. Choose the payment method available for your company: Cash, M-Pesa, or Cheque.
5. Enter the payment date.
6. If the method is M-Pesa, enter the M-Pesa reference code when required.
7. If the method is Cheque, enter cheque details when required.
8. Attach payment proof if the form requires it.
9. Select Save Payment.
10. Return to Money and confirm the transaction appears.

Review payment method settings

1. Open Settings.
2. Open Payments.
3. Confirm which methods are enabled.
4. Review validation rules such as requiring proof, requiring M-Pesa receipt, or validating M-Pesa codes.
5. Save changes before staff record payments.

Share or reverse a payment

1. Open Money.
2. Open a payment record.
3. Use the available actions, such as share receipt, email receipt, print receipt, or reverse payment.
4. For a reversal, enter a clear reason.
5. Confirm the customer account balance after the action completes.

Note

Automatic payment matching depends on your company’s backend and payment setup. This guide only documents the visible EasyBill screens for reviewing and recording payments.