2 simple guides
Customer payment guides
Learn how to confirm transfers, record cash and part-payments, issue receipts and keep every customer balance correct.
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Payments012 min →022 min →
How to track customer part-payments correctly
Keep each part-payment as its own entry, match it to the bank or cash record, and calculate what remains without overwriting earlier receipts.
A closing-time routine for customer payments
Match the day’s receipts to sales, resolve unmatched transfers and leave the next person a clear list of what still needs checking.