Record Payments

Take payment against an invoice (or park unapplied customer credit) from Payments. Methods are yours to configure.

Payment methods

Go to Settings → Sales & Finance → Payment Methods. If the shop has none yet, ExpeDite creates Cash, DuitNow, and Card. You can add others (bank transfer, e-wallet, and so on) and set sort order / active.

Recording payments is a Solo and Shop feature. See Plans & pricing.

Short method tags on amounts

On the jobsheet queue (Deposit and Payment columns) and on the device Financial tab (deposit and payment amount rows), the amount shows a short bold tag before RM — for example CASH RM 50, QR RM 30, or SHOP RM 20.

The tag is a display shortcut only (up to 4 uppercase characters). It does not change the stored method name, your Settings list, or your books. You still pick the full name when you record a deposit or payment. Hover the amount to see the full method name.

Method you pick	Tag shown
Cash	CASH
DuitNow	DUIT
DuitNow QR / QR	QR
Card	CARD
ShopeePay / Shopee Pay	SHOP
Bank Transfer / Online Banking	BANK
Touch 'n Go / TNG eWallet	TNG
GrabPay	GRAB
FPX	FPX
Cheque	CHQ
Boost	BST
Other custom names	First 4 letters/numbers (e.g. CustomWalletName → CUST)

Receive a sales payment

Open Payments (under Jobsheet in the sidebar) or record from the invoice screen.
Choose the invoice, amount, method, date, optional reference and notes.
Click Save Payment.

The invoice amount paid goes up and balance due goes down. Status moves toward Partially Paid or Paid. Cash methods also post a cash-drawer cash_in for that branch.

Phone View Invoice On a phone, for Issued or Partially Paid, the Receive payment panel opens first (above the invoice paper). A sticky Receive bar sits above the bottom nav and scrolls you to that panel. Paid invoices have no sticky bar. On a computer the invoice paper stays first — unchanged.

Apply a deposit

On the invoice, open the Apply Deposit panel and pick a held deposit. That records a payment linked to the deposit — it is the live path. Deposits are not applied automatically when you create the invoice.

Accounting: reduce Customer Deposits liability, increase amount paid. Do not treat apply as a second revenue event. Revenue was recognised when the invoice was issued. See Customer deposits.

Change, overpayment, unapplied credit

If the customer tenders more than the invoice:

Return change (method + cash-out if cash), or
Keep the extra as unapplied customer credit / deposit for next time.

You can also save a payment with no invoice so the full amount is unapplied credit ("The full amount will be saved as unapplied customer credit").

Void a payment

From the payments list, select live payments and void them (reason required). Voided payments drop off the invoice totals. This is not the same as deleting a deposit — unapplied deposit delete posts a till reversal cash-out (drawer is append-only).

Loyalty QR on thermal receipts

When you print a thermal payment or repair receipt, the loyalty signup / points QR appears only on Shop (and during the Shop trial). Free and Solo thermal prints skip that block.

See Plans & pricing and Loyalty programme.

Who can do this Cashiers and other staff who handle the counter can record payments. Manager-only areas (full financial reports, team) stay with Owner / Manager. Restricted staff can only post to branches they are allowed. See Roles & permissions.

Last updated: 15 September 2026