Mobile Payment Recording

The Mobile Payment Recording feature enables you to record customer payments directly from your smartphone or tablet whilst on-site, in the field, or away from your desk, ensuring immediate payment processing and accurate cash flow tracking. Mobile payment entry eliminates delays between receiving payments and recording them in your accounting system, reduces errors from manual transcription later, and provides real-time visibility into customer account balances and payment status.

Exacc's mobile app provides a streamlined, touch-optimised interface for recording all payment types including cash, cheques, bank transfers, credit cards, and EFTPOS transactions with complete details such as payment amounts, dates, methods, and reference numbers. The mobile payment entry system allows you to select customers and invoices quickly, allocate payments to single or multiple invoices, enter partial or full payment amounts, and attach supporting documentation such as photographed cheques or bank transfer confirmations using your device's camera.

Payments recorded on mobile devices sync automatically with your desktop accounting system in real-time, updating invoice balances, creating accounting entries, and ensuring all team members have access to current payment information regardless of where it was entered. The mobile payment recording workflow is particularly valuable for field service businesses collecting payments at customer locations, retail operations processing payments on the sales floor, and consultants receiving payments during client meetings who need immediate recording capabilities.

Want to learn the exact steps to record payments using the mobile app? Follow our guide below for a detailed walkthrough of the mobile payment recording process.