Finance
Payments and receipts
A user with `finance.manage` records the payment method, customer payment date, amount, optional reference, optional schedule allocation, and internal notes. The payment starts as
Use this when you need detailed reference information for Finance.
A user with finance.manage records the payment method, customer payment date, amount, optional reference, optional schedule allocation, and internal notes. The payment starts as Recorded and does not reduce any balance.
A user with finance.approve confirms or rejects it. Confirmation recalculates the invoice and any allocated schedule. Reversal is supported by the action layer for a previously confirmed payment and restores the balance.
Receipts can only be issued from Confirmed payments and remain one per payment. The customer-facing receipt UI includes customer notes but deliberately omits the receipt and payment internal-note fields.
Paystack appears as a manual method label only. No gateway or automatic confirmation exists.
Developer Details
- Source
- apps/docs/content/finance/payments-and-receipts.md
- Owner
- Module Owner
- Status
- Current
- Module
- Finance
- Related route
- /finance