Every payment traced. Every balance correct.
Record individual payments (cash, bank transfer, mobile money) against any customer. Import mobile money statements in bulk: the system matches transactions to customers by phone number or name, flags low-confidence matches, and lets you confirm or manually link each row. Void any payment with a mandatory audit reason.
Payments & Balances
LivePaid totals
Outstanding balance
Ledger entries
Brookside Dairies Payment
KES 11,250 • M-Pesa Ref: QRT567
Hotel Samosa Cash
KES 4,000 • Cash Payment
Mama Maria Retail
KES 2,750 • M-Pesa Ref: QRT990
Ledger Audit Trail
All transactions verified
What's Included
Every capability, grounded in the real app
Each point below maps to an actual model, endpoint, dashboard form, or component built into DairyPro.
Payment methods: cash, bank transfer, mobile money
Customer balance and running ledger
Full customer statement (deliveries + payments)
Mobile money statement import: upload → match → confirm
Smart phone/name matching with confidence scores
Manual link for unmatched transactions
Void payment with mandatory audit reason
How It Works
The workflow your team already follows
Record payment
Or import mobile money statement
Review matches
Confirm and update ledger
Ready to see Payments & Balances in action?
Schedule a 20-minute demo and see the full workflow live.
Also in DairyPro