How to Add Payment In & Management in Fit+club App

The Fit+club mobile app provides a robust system for managing “Payment In” transactions, allowing you to efficiently record incoming payments, settle outstanding invoices, and maintain accurate financial records.

💰 Quickly Managing Incoming Payments #

Efficient payment management is crucial for business operations. The Fit+club app simplifies the process of recording and tracking all payments received.

Feature Overview #

The Payment In Management feature allows you to:

• View and filter lists of all incoming payments by status (Open, Closed).
• Quickly add new payments, linking them to specific parties.
• Settle pending invoices for a selected party directly from the payment entry.
• Access detailed payment records.
• Download, share, or print payment receipts or summaries.
• Edit, Delete, or Clone existing payment records for flexibility and corrections.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Sales Section (Initial Access Point):
   • From the bottom navigation bar of the app, tap the “Sales” icon.
   • On the Sales Dashboard, locate and tap the three-dot menu icon at the top right corner (next to the “+” icon).
   • From the dropdown menu that appears, tap on “Payment In”.
3. View and Filter Payment In Lists:
   • You will now be on the “Payment In” list screen. This screen displays a list of all incoming payments. Each entry typically shows:
     • Payment Number (e.g., # PYI/AB00006).
     • Party (Client) Name.
     • Mode of Payment.
     • Date and Time of the payment.
     • Amount received.
     • Status (e.g., Open or Closed).
   • At the top, you can filter the list by:
     • “All”: Shows all payment records.
     • “Open”: Displays payments that have been recorded but might not have fully settled associated invoices, or payments for which a balance remains.
     • “Close”: Shows payments that have fully settled their associated invoices or accounts.
   • Use the “Search…” bar or the filter icon (top right) to quickly find specific payment records.
4. Add a New Payment In:
   • On the “Payment In” list screen, tap the “+ Payment In” button at the bottom right.
   • This will take you to the “Record Payment In” screen.
5. Manage Payment Details:
   • In the “General” section, you’ll see the Payment Number (auto-generated, e.g., PYI/AB00006) and Payment Date. You can tap “Edit” to modify these if needed.
   • Under the “Party” section, tap “Change” to select the client for whom the payment is being recorded.
   • Enter the “Amount” received.
   • Select the “Payment type” (e.g., Cash, Card, UPI).
   • You can also add an optional “Reference number”.
6. Settle Pending Payments/Invoices:
   • After adding the payment details and selecting the party, the app will typically show a section where you can link this payment to pending invoices.
   • The payment will then be applied to the party’s outstanding invoices, settling them. You’ll see which invoices have been settled and the remaining balance.
   • Tap “Save” to record the new payment.

Managing an Existing Payment In (Detailed Actions) #

Once a payment record is created, you can access its detailed view by tapping on it from the “Payment In” list (e.g., # PYI/AB00006). On the detailed payment screen, you’ll find various action options:

• Download: Tap the “Download” icon (downward arrow) to save the payment receipt or summary as a PDF file to your device. This option is typically present on the detailed view of an invoice or payment.
• Share: Tap the “Share” icon to open your device’s sharing options, allowing you to send the payment details via email, messaging apps, etc.
• WhatsApp: Tap the dedicated “WhatsApp” icon for quick sharing of the payment information with the client via WhatsApp.
• Print: Tap the “Print” icon (printer symbol) to generate a physical copy of the payment details.

Additionally, via the three-dot menu at the top right of the detailed payment view, you have further management options:

• Edit: Tap “Edit” to modify any details of the existing payment record, such as the amount, payment method, or associated reference.
• Delete: Tap “Delete” to permanently remove the payment record. Use this option with caution as it typically cannot be undone and will affect your financial and sales reports.
• Clone: Tap “Clone” to create a duplicate of the current payment record. This is useful if you need to record a similar payment quickly for the same or a different customer, saving time on data entry.

These comprehensive features ensure that you can effectively manage all aspects of your incoming payments within the Fit+club mobile app.