Record many customer payments at once

How to do it in RockifyERP

1. Import the day’s receipts into Bank Transaction from your bank or mobile money statement.
2. Open the Bank Reconciliation Tool and choose the account and date range.
3. For each receipt, create a payment entry directly from the statement line and choose the customer.
4. RockifyERP allocates each payment to the customer’s oldest open invoices.

Tip: Ask customers to use their invoice or account number as the payment reference to speed up matching.