Bank Transfers

The bank transfer page shows a list of all available bank transfer payments. The payment can be confirmed/rejected if needed. A new payment is always added in confirmed state. 

Once a bank transfer has been added, a sales transaction can be paid for with the amount stated on the amount field.

For example bank transfer of 12,120 KSH on customer Adalla, can now be added to a sales order within the app by the driver. The driver must know the exact payment code for this.

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This screen shows how to add a bank transfer payment.

You need to choose the "debtor" who is the customer that has sent the bank transfer. The payment code is the one that links a payment with a receipt/sales order. The amount needs to be the exact amount that the payment has been made for.

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Payment details are now accessible on the Bank Transfers page. To view more specific information about a particular payment, one needs to click on the 'eye' symbol, which will redirect them to a new page. 

The provided details encompass the following:

On this page, a user can also view the payment state which indicates who the payment was created by and who it was confirmed by as well as the source where this action took place (APP or backoffice).

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Revision #4
Created 29 December 2022 12:07:19 by Adolfo Cabrera
Updated 20 July 2023 13:18:15 by Rachel