Recording payments is essential for maintaining accurate financial records, providing proof of transactions, managing receivables, ensuring compliance, and facilitating informed decision-making. It is a fundamental aspect of effective financial management for businesses of all sizes.
With Dizlog latest feature recording payments allows you to manage accounts receivable effectively. You can identify outstanding invoices, overdue payments, and outstanding balances by tracking customer payments. This information helps you follow up with customers for overdue payments, send reminders, or initiate collection processes, ensuring timely and complete payment for your goods or services.
Tracking Payment / Record Payment for : Click each type of payment methods to learn the process.
To know more about tracking / Record Payment please see below :
Choose which App you are using:
How to Record Payment for Pay Later
Click POS dropdown and click Order Manager.
To record a payment search for the order number by filtering Location, Inventory type, Start and End date : The default for Location and Inventory type is filtered to ALL.
You may also enter the order number in Search Order # field.
Make sure the tab is under Pay Later tab in My Orders.
Click the order number.
You may now view the outstanding balance and the amount paid.
Click Record Payment.
You may now record payment via Offline Payments or Online Payments
In example customer chose to pay via Cash, select Cash.
If customer chose to settle the total amount due / Outstanding balance just enter the exact amount display.
Click Process.
The order status is now Paid.
The payment record will show that the outstanding balance is now 0 and amount paid shows that total amount paid by customer and the payment method used.
From My Order tab the paid order number has moved to Order History and under Paid Pay Later.
How to Record Payment for Partial Payment
If customer chose to pay via partial payment just enter the amount customer want to pay.
Click Process.
The Manage Order will display Outstanding balance from the total partial amount paid.
Record Payment still showing as the total amount is not fully paid, once customer is ready to pay the outstanding amount just click on Record Payment.
How to Record Payment for Invoice
Click POS dropdown and click Order Manager.
To record a payment search for the order number by filtering Location, Inventory type, Start and End date : The default for Location and Inventory type is filtered to ALL.
You may also enter the order number in Search Order # field.
Make sure the tab is under Pay Later tab in My Orders.
Click the order number.
You may now view the current status as picked up as the order was processed via Invoice.
Payment status is Pending.
Payment Method is Invoice.
Click Record Payment.
You may now record payment via Offline Payments or Online Payments
In example customer chose to pay via Cash, select Cash.
If customer chose to pay via partial payment just enter the amount customer want to pay.
Click Process.
The Manage Order will display Outstanding balance from the total partial amount paid.
Record Payment still showing as the total amount is not fully paid, once customer is ready to pay the outstanding amount just click on Record Payment.
If customer chose to settle the total amount due / Outstanding balance just enter the exact amount display.
Click Process.
From My Order tab the paid order number has moved to Order History and under Paid Pay Later.
The order status is now Paid.
The payment status will show paid and the payment method used.
How to Record Payment for Pay on Pickup
Click POS dropdown and click Order Manager.
To record a payment search for the order number by filtering Location, Inventory type, Start and End date : The default for Location and Inventory type is filtered to ALL.
You may also enter the order number in the Search Order # field.
Make sure the tab is under Pending in My Orders.
Click the order number.
You may now view the current status as pending.
Payment status is Pending.
Payment Method is Pay on pickup.
Click Record Payment.
You may now record payment via Offline Payments or Online Payments
In example customer chose to pay via Cash, select Cash.
If customer chose to settle the total amount due / Outstanding balance just enter the exact amount display.
Click Process.
From My Order tab the paid order number has moved to Order History and under Picked up.
The order status is now Paid.
The payment status will show paid and the payment method used.
