Update payment

Upon receiving payment, you can update payment details against the pending transaction. If the payment is online (using gateway integrated with spyn), the payment will be automatically updated.

  1. On the Homepage, under Quick Actions, click on Pending Transactions.
  2. Select the Pending Transaction against which you are receiving payment.
  3. Move the cursor to the Update Payment icon (the note icon) and click on it.
  4. On the Update Payment page, enter-
    • Amount paid
    • Mode of Payment– Cash/Card /Bank Transfer etc.
    • Date
    • Note for internal records (optional)
  5. Upload image if you wish to save a receipt.
  6. Then select how you wish to send receipt to client- SMS / email / spyn App
  7. Finally, click on ADD

You can download and print this payment receipt from the option.

You can also enter a partial payment. Balance amount will remain as a pending transaction.

Quick tip for mobile devices – On Pending Transactions page, tap on the amount in red on the RHS to open the Add Receipt page

Updated on November 20, 2021

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