Payments

The Payments section tracks financial transactions — both incoming and outgoing.

Payment Record Fields

| Field | Description | |---|---| | Date | Transaction date. | | Party | Counterparty name (client, vendor, or other). | | Type | Transaction category (Cash, Bank, or custom). | | Direction | In (money received) or Out (money paid). | | Amount | Transaction amount in PKR. | | Note | Optional description or reference. |

Workflows

Record a payment

1. Go to Main > Payments. 2. Click Add payment. 3. Select direction (In / Out), enter party, amount, and note. 4. Click Save.

The dashboard summary shows total cash in and cash out across all payments.