Record money in and out — and chase what's owed
Updated 26 Jul 2026
1Open Payments and tap + Record payment
Or tap Record next to a name in the outstanding list — that fills in the party and the direction for you.
2Received or paid
Received (in) lists your buyers. Paid (out) lists your suppliers and jobworkers.
3Amount, mode and date
Cash, UPI, bank or cheque, and a note if it helps you recognise it later.
4Save it
The party's balance moves the moment you save.
Who owes what
The top of the Payments screen lists every open balance, marked to receive or to pay. A balance is what a party was billed, plus any opening balance they started with, minus what's been paid. Only invoices count — a delivery challan doesn't bill anyone, so it never appears here.
Sending a reminder
Tap 💬 Remind beside a name and your own WhatsApp opens with a short, polite message and the amount already written in. You read it, and you press send. Nothing ever goes out on its own.
💡 Overdue invoices — where the due date has passed — are flagged on the Overview and in the Sales list, so the chase list keeps itself.
Related guides
Still stuck?
A real person will help — pick whichever is easiest. Mention what you were trying to do; the link above travels with your message.
Or ask AVa — the chat bubble on this page answers from these same guides.