Receive a Customer Payment

How to Receive a Customer Payment in Muhasib ERP
Overview
This guide will help you record money received from a customer and allocate it correctly.
Muhasib records the receipt and updates customer and account balances according to allocation.
Who can do this
You need access to Customer Payment plus customer, account, payment-method, and transaction.
Before you start
Confirm customer, amount, date, payment method/account, reference, currency, and invoices to settle.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Customer Payment.
Receive a Customer Payment
Step 1: Start a new customer payment
Step 2: Select the customer and receipt date
Step 3: Enter payment method, receiving account, amount, and reference
Step 4: Allocate the receipt to eligible transactions when required
Allocate the receipt to allowed transactions when required.
Step 5: Confirm allocated plus unallocated value equals the receipt
Step 6: Save once and issue the approved receipt
Check your work
Compare and Confirm the receipt, customer ledger, invoice balances, receiving account, and printed document.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Search by reference before retrying a timed-out save.
Do not allocate more than the available receipt or allowed balance.
Related guides
Allocate or Update Customer Payment Transactions
Receive Customer Payments in Bulk
Pay or Refund a Customer
What to do next
Allocate or Update Customer Payment Transactions.