How to Track & Manage Payments in BizAIO | ERP Finance Module Tutorial | Axiroz

In this video, we explain how to track, record, and manage client payments in BizAIO step by step.
You’ll learn how to add single payments, bulk payments, apply filters, export payment data, and configure payment gateways like PayPal, Stripe, and offline methods.

This tutorial is ideal for businesses that want accurate payment tracking, smooth invoice settlements, and complete finance control using BizAIO ERP.

🔹 Step-by-Step: Payments Management in BizAIO

🔸 1. Access the Payments Section
⏱ 00:07
Go to the ERP Module from the left menu
Select Finance
Click on Payments
👉 This opens the Payments dashboard, where all client payments are listed

🔸 2. Filter & Search Payments
⏱ 00:19
Duration Filter: Set a specific date range to view payments
Search: Use client name or the search bar to find a payment quickly
Other Filters: Filter payments by Project or Status
⏱ 00:43
👉 These filters help you easily track and analyze payment records

🔸 3. Add Payments
⏱ 00:51
🔹 Add Single Payment
Click on Add Payment
Select Project or Invoice
Enter:
Amount
Currency
Exchange Rate
Transaction ID
Choose Payment Gateway (Offline, Bank, etc.)
Upload receipt or supporting documents
Add remarks and click Save
⏱ 01:20
🔹 Add Bulk Payment
⏱ 01:26
Click on Add Bulk Payment
Select the Client
Choose multiple Invoices
Enter:
Payment Method
Transaction ID
Amount Received
Click Save
👉 Bulk payments help settle multiple invoices at once

🔸 4. Manage Payments
⏱ 01:46
Use the Action button to:
View payment details
Download payment records
Delete incorrect entries
Export payment data for accounting or reporting

🔸 5. Configure Payment Credentials (Settings)
⏱ 02:03
Go to Settings from the sidebar
Select Payment Credentials
🔹 PayPal Setup
⏱ 02:13
Enable PayPal status
Choose Environment (Live or Sandbox)
Enter Client ID and Client Secret
Copy the Webhook URL and add it in your PayPal app
🔹 Other Payment Gateways
Configure Stripe, Paystack, Square, and more
Enable or disable gateways as required
🔹 Offline Payment Method
⏱ 02:40
Click Add Offline Method
Create custom offline payment options (Cash, Cheque, Bank Transfer)

🔸 6. Tax Settings
⏱ 03:04
Go to Settings → Tax Settings
Click Add Tax
Enter:
Tax Name (e.g., Service Tax)
Tax Percentage (%)
Save the tax
You can Edit or Delete taxes anytime

✅ Benefits of Payments Management in BizAIO
✔ Accurate client payment tracking
✔ Single & bulk payment support
✔ Multiple payment gateway integration
✔ Tax-ready payment records
✔ Export-friendly for audits & accounting

🏢 About BizAIO by Axiroz
BizAIO by Axiroz is a complete ERP & business automation platform that helps manage:
Payments & Finance
Invoices & Credit Notes
ERP Orders & Expenses
HR, Sales & Reports
End-to-end business workflows

🔔 Subscribe to Axiroz YouTube Channel For more tutorials on:
BizAIO ERP Modules
Finance & Payment Automation
Business Reporting & Analytics

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Видео How to Track & Manage Payments in BizAIO | ERP Finance Module Tutorial | Axiroz канала Axiroz enterprises private limited