Document toolboxDocument toolbox

How to upload Manual payments in Pulse 2.0

Owned by Jean Luc Ugirashebuja
Last updated: May 23, 2024 by Alice NIYIGENA
5 min read

In this document, we have the detailed steps of uploading manual payments

  • Uploading manual payments for a client with one Account ID

  • Uploading manual payments for a client with more than one Account ID

A. Uploading manual payments for a client with one Account ID

 

  1. Edit the given template with details i.e Date, Transaction ID, Phone, Amount, Account ID, and save it

Don’t put any spacing between the Date, Transaction ID, phone, and Amount.

  • The order of the details doesn’t matter, so long as you name the columns correctly

  • The template doesn’t change if you paying for a single customer or multiple customers

  • You can only put either a phone number or customer ID in the template

Payments that are manually uploaded files need to be validated so that the information is correct.

Validation Requirements

  • The cash or Bank payment file is manually uploaded.

  • The following needs to be validated

    1. The amount that has been paid should be described

    2. The transaction number should be unique.

    3. Phone number format

      1. Country code is correct

      2. Correct number of digits

    4. Date format - The only format recognized by the system is YYYY-MM-DD.

    5. Account ID This is for specifying who the payment belongs to and for the account ID you can even use the serial number of the customer contract

When making a payment for a single customer this is how the details should be added to the template

 

image-20240520-083437.png

 

2. Click on the 9-dot menu and select payments

3. Click on the upload payment button

4. Select Payment provider from the drop-down list

5. Click on a file to upload the template file you saved or drag and drop the file


6. Select the saved template and upload it

7. The file will be uploaded successfully

8. Click on Save, the uploaded file will be saved

9. Payment upload has succeeded and then close

10. Payment will show as matched on the payments summary page

 

B. Uploading manual payments for a client with more than one Account ID

Step 10: The payment will show as unmatched

Step 11. Click on that transaction and it will display the details as below then click match

Step 12. The details of the transaction will displayed and you will be prompted to input either the Account ID, serial number, or customer primary number.

Step 13. Select the Account and save

Step 14. You will be prompted to confirm. Once you confirm the payment will be matched

Step 15. The Payment is matched

 

 

BBOXX