Recording a Manual Payment¶
Use this when a subscriber pays via cash, bank transfer, or M-Pesa and you are entering the payment details manually (rather than triggering an STK push).
How to Record a Payment¶
- On the Payments page, click Record Payment
- Fill in the dialog fields
- Click Save
Screenshot: Record Payment dialog — add image here
Fields¶
| Field | Required | Description |
|---|---|---|
| Subscriber | Yes | Search by name or phone number. Select from the autocomplete dropdown |
| Amount (KES) | Yes | The amount the subscriber paid |
| Provider | Yes | Cash, Bank Transfer, or M-Pesa |
| Reference / Receipt # | Yes | The transaction ID, bank reference, or receipt number |
Tip
For M-Pesa manual payments, the reference is the M-Pesa transaction ID (e.g. QDJ3LK8PXN) found on the subscriber's M-Pesa confirmation message. Always ask the subscriber for this before recording the payment.
What Happens After Saving¶
- A payment record is created and linked to the subscriber
- The payment appears in the subscriber's Payments tab
- The payment appears on the main Payments page with status Completed
- If the payment was made as part of a renewal, use Renew / Change Plan on the subscriber's Subscription tab so that the subscription end date is also extended
Note
Recording a payment here does not automatically extend the subscription. To extend the subscription at the same time as recording a payment, use the Renew / Change Plan dialog on the Subscription Tab — it handles both in one step.
Difference: Record Payment vs Renew / Change Plan¶
| Feature | Record Payment | Renew / Change Plan |
|---|---|---|
| Creates a payment record | Yes | Yes |
| Extends subscription end date | No | Yes |
| Updates RADIUS expiry | No | Yes |
| Reactivates if suspended | No | Yes |
Use Record Payment when you only need to log a transaction (e.g. a partial payment, a deposit, or a payment that was already applied separately).
Use Renew / Change Plan when you want to both record payment and extend the subscription in one action.