A Debit Payment refers to the total amount owed by a customer for products or services they have received but have not yet paid for. The Riwaa Platform provides an efficient way to manage these financial transactions and track payments for unpaid invoices.
Steps to Receive a Debit Payment
Navigate to:
Sales & Customers > Customers.
Search for the customer using the name, code, or phone number.
Once the customer appears in the list, click the ⚙️ icon and select Receive Debit.
The system will display all unpaid invoices for the customer.
Select the invoice you wish to process by entering the amount in the payment field.
Add the following details:
Payment Amount: Enter the amount the customer is paying (partial or full payment).
Payment Method: Select the customer's payment method.
ℹ️ The platform offers two basic payment methods, but you can add more here.
Click Receive.
A receipt voucher will automatically appear, which can be printed or saved as a PDF.
⚠️ The receipt voucher is displayed only once upon completing the payment process. It cannot be retrieved later on the platform.
FAQs
What does "Consider in POS Cash Management" mean?
This feature links the payment process to an open cash register at the selected branch. The payment will be reflected in the register's collected amounts based on the payment method.
To enable this feature:Activate the Consider in POS Cash Management option.
Select the branch and the open cash register to record the payment.
Complete the remaining steps.
ℹ️ The cash register must be in an open state to be selected.
2. Can I collect all debit payments at once?
Yes, you can collect payments for multiple invoices simultaneously if the payment method is the same:
Select all invoices by ticking the box at the top of the invoice list.
Enter the total amount in the "Receive amount" field on the right side of the screen.
Select the payment method and click Receive Payment.
ℹ️ You can choose to settle the full amount or a partial amount.
3. How can I track payments received from customers on a specific day?
Use the following report:
Go to: Reports > Sales > Customer Movement.
Select the time frame (start date - end date).
Choose the transaction type: Receive Debit.
Click "Apply", and the report will display all payment transactions.
4. Why doesn’t the payment appear under sales in the dashboard?
Payments received do not affect sales on the day of receipt. Sales amounts are recorded on the invoice issuance date. When the customer pays later, the amount is deducted from their Debit balance.
Example:
Debit amount is 462SAR.
After payment, the Debit balance becomes 0 SAR.
5. Can I process debit payments through the cashier screen?
Yes, follow these steps:
Open the Invoices List on the cashier screen.
Search for the invoice or customer name.
Click the three dots under the Actions column and select Receive Debit.
Enter the payment amount, select the payment method, and Click Pay.
The invoice will be marked as paid, and the amount will be deducted from the customer’s Debit balance.
⚠️ A receipt voucher is not generated when payments are made via the cashier screen. For a receipt, follow the standard method outlined earlier.
To print the invoice after payment, click the three dots in the Actions column, select Print, and complete the printing process.