Customer Payments

Introduction

In Zoyride, a Customer Payment is a payment record created for amounts received from customers, retail users, clients, or companies against generated invoices. It helps administrators track received payments, invoice settlement, payment mode, transaction reference number, payment date, TDS if applicable, and supporting payment documents.

The Customer Payments module is used to record and manage payments received from customers or clients. Administrators can select the company, choose whether the payment is for a walk-in customer or a client, enter payment details, link one or more invoices, upload payment proof or supporting documents, and save the payment record.

This module is useful for maintaining customer payment history, tracking paid and pending invoice amounts, reconciling payments with invoices, and keeping customer-side financial records organized for accounting and reporting.

Add Customer Payment

  1. Navigate to the Customer Payments tab.
  2. Click on the Add button. The Add Customer Payment page will open.
  3. Select the Company from the dropdown.
  4. Choose whether the payment is for Walk In or For Client.
  5. Fill in the other required fields that appear, such as account, transaction ref no, date, payment mode, notes (if any), amount received, and tds (if applicable).
  6. Click on the Invoices button to add invoice(s) for which payment is received.
  7. Select Invoice(s).
  8. Upload any supporting document or payment proof, if required.
  9. Click on the Save button. The customer payment will be saved successfully.

Edit the saved Customer Payment

  1. Access the Edit Feature: Locate and click on the Edit icon next to the payment entry you wish to update.
  2. Modify Payment Details: Adjust the payment information as necessary, such as the amount, date, or recipient details.
  3. Confirm and Save: After making the changes, click the Save button to ensure all updates are properly saved to the payment record.