Sales
Track and settle customer payments
Read the customer payment list, filter by pending or completed, export records, and settle a pending payment with the required acknowledgement.
Updated 12 September 2026
The customer payment list is where you confirm that recorded payments have actually been received. Recording a payment against an invoice creates the record. Settling it confirms that the money has reached you.
Open it
- Go to the left navigation panel.
- Click Sales.
- Open Customer Payment.
Status tabs and controls
Payments are grouped into All Payments, Pending and Completed. Pending is the tab you work from.
Search by customer name. Filter Data opens a side panel with filters for invoice code and settlement date. A count shows how many records the current view is displaying out of the total.
The table
Columns are the serial number, customer name, invoice reference, settlement amount, status, settled on date and an action column. The action column opens the payment details for that record.
Settle a pending payment
- Locate a payment with Pending status.
- Click Settle in the Action field.
- The Customer Payment Settle popup opens, showing the invoice ID, customer name, settlement date and settlement amount.
- Read and tick the acknowledgement.
- Click Confirm Payment Settlement.
The confirm button only becomes available after you tick the acknowledgement. By ticking it, you accept that the amount has been settled and you take responsibility for any later mismatch. Check the amount against the bank or the till before you tick it.
When you confirm, the status changes from Pending to Completed and the record is updated. Under system rules, the transaction can no longer be edited. There is no undo, which is why the acknowledgement exists.
Export
Export Data opens a panel with two options. Full Export exports every payment record. Current View Export exports only the rows your tabs, search and filters are showing. Choose XLSX, PDF or CSV from the cards. Click Export Data to download, or Reset to clear your selections.
How it behaves
- The listing updates as you search and filter.
- Status tabs control which records are visible.
- Completed payments are read-only.
- Payments stay linked to their invoices for traceability.
To see what is still owed on each invoice, instead of the payment history, use Finance, then Accounts receivable.