Review Payment Proofs (Accountant)

Menu: Finance → Fees & Collection → Payment Proofs


Purpose

Parents submit receipts when they pay outside the instant gateway. You approve or reject before the invoice is updated.


Step-by-step

  • Open Payment Proofs.
  • Filter: Pending (default).
  • For each row, check:

- Invoice number & student name

- Amount vs invoice balance

- Transaction reference

- Receipt image (click file icon)

- Paid date/time

  • Approve (✓) — records payment, notifies parent.
  • Reject (✗) — optional reason; parent must resubmit.

Before approving

Verify on your Mobile Money / bank statement:

  • Reference matches
  • Amount matches
  • Date is correct
  • Payer phone matches (if available)

Example workflow

Monday 9:00 — 5 pending proofs from weekend

Accountant verifies Orange Money statement

Approves 4, rejects 1 (wrong amount — adds reason "Amount should be 75,000 CDF")


Permissions

Requires payment.create or Accountant role.