Overview
Associated payments are transactions that have been successfully linked to customer accounts. When a payment is associated:- Customer’s balance is credited
- Customer can purchase internet plans
- Revenue is properly attributed
Viewing Associated Payments
- Navigate to Payments in the sidebar
- The default view shows associated payments
- If viewing unassociated, click Regular button to switch back
Payment List
The associated payments table shows:| Column | Description |
|---|---|
| # | Row number |
| Customer | Account number |
| Code | Transaction code |
| Phone | Payer’s phone |
| Amount | Payment amount |
| Date Paid | Transaction timestamp |
| Action | Disassociate button |
Making a Manual Payment
To record a payment manually:1
Click Make Payment
Click the Make Payment button at the top
2
Select Customer
Choose the customer from the dropdown
3
Enter Amount
Input the payment amount
4
Confirm
Click Submit to record the payment
Manual payments are immediately associated with the selected customer.
Disassociating a Payment
If a payment was associated with the wrong customer:1
Find the Payment
Locate the payment in the list
2
Click Disassociate
Click the red Disassociate button
3
Confirm
Click Confirm in the dialog
Understanding Payment Codes
Payment codes are unique identifiers:Phone Number Matching
Payments are auto-associated based on phone numbers:Searching Payments
Search functionality:- Local search first: Checks currently loaded payments
- Backend search: Queries server for older records
- Debounced: Waits 300ms after typing
- Customer Account Number
- Phone Number
- Transaction Code
- Amount
Balance Impact
When payment is associated:| Action | Balance Effect |
|---|---|
| Payment associated | Balance increases |
| Payment disassociated | Balance decreases |
| Voucher purchased | Balance decreases |
Best Practices
Verify Associations
Verify Associations
Periodically review that payments match the correct customers
Prompt Recording
Prompt Recording
Record manual payments immediately to avoid discrepancies
Keep References
Keep References
Note the transaction code when handling customer queries
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Payment shows wrong customer | Phone number used by multiple accounts | Verify customer identity |
| Balance not updated | Page not refreshed | Refresh the page |
| Can’t find payment | Too old, not loaded | Use search function |
Integration with Other Features
| Feature | Relationship |
|---|---|
| Customer Balance | Payments credit the balance |
| Vouchers | Purchased using credited balance |
| Dashboard Revenue | Aggregates associated payments |
| Transactions | Complete log includes all payments |