Payments and banking · Guide 104 of 624
Record a payment (payment entry)
A payment entry in RockifyERP records money received from a customer or paid to a supplier, and clears their invoices.
How to do it in RockifyERP
- Open the submitted invoice and click Create › Payment, or go to Accounting › Payment Entry and click + Add.
- Choose the Payment Type: Receive, Pay or Internal Transfer.
- Choose the party, the Mode of Payment and the account paid to or from.
- Enter the amount, the Reference No (transaction code or cheque number) and the reference date.
- Check the invoices it is allocated to, then Save and Submit.
Tip: Always enter the mobile money transaction code or bank reference. It makes reconciliation fast.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.