AWRA Help Center

Payment recording affects customer balances, receipts, finance reports, reconciliation, billing status, and accounting sync. Always confirm the payment belongs to the correct customer, invoice, sale, subscription, or supplier record before saving.

Before You Start

• You can access the relevant payment page or invoice.
• The invoice, sale, POS transaction, supplier record, or subscription charge is known.
• You have amount, date, payment method, payer, reference, and provider message if applicable.
• You know whether the payment is full, partial, deposit, refund, reversal, or adjustment.
• Any approval for write-off, refund, or credit is complete where required.

Steps

1. Open the invoice, sale, billing record, POS shift, or payment page.
2. Select Record Payment or the equivalent action.
3. Confirm customer, payer, invoice number, sale number, subscription, or supplier reference.
4. Enter amount, payment method, date, reference, notes, and attachment if required.
5. Confirm whether payment should mark the record paid, partially paid, pending, or failed.
6. Save and review the updated balance or payment status.
7. Check payment report, receipt, shift report, or sync status if relevant.

Payment Method Checks

Common Mistakes

• Recording payment against the wrong invoice or customer.
• Saving payment without provider reference.
• Marking a pending payment as successful too early.
• Recording duplicate payment after a slow provider response.
• Forgetting to reconcile POS shift totals with payment report.