---
title: Optional Payment Proof
slug: optional-payment-proof
createdAt: 2025-09-03T10:57:47.842Z
---

Keeping payment records up to date is essential for accurate financial management. This document provides a quick and easy way to update payment details within the system. Whether you're managing rental payments or updating tenant records, this step-by-step document will help you complete the process smoothly.

## Log in to Your Account

- Open the application. Enter your credentials.
- Click the “Login” button.
- After successful login, you will be redirected to your Dashboard.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/QAz0qkMhyJQkmIYX4SLaa_image.png)

## Navigate to the Accounting Section

- On the Dashboard, ocate the main navigation menu.
- Go to the Accounting section.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/C5LO5QjGjE5Cw2toX__f3_image.png)

### Move to Billing

Click to expand the Accounting section. You will see the following options under Accounting:

- **Invoice**
- **Payment History**
- **Settlement**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/J4EYLrxZ-p0g95txW3Zaa_image.png)

## Move to the Settlement Section

- Click on "Settlement" under the Accounting section.
- This will open the **Invoices and Payment Details** page.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/MMKS8jif6dbnwAByZriwr_image.png)

## View Invoices and Payment Details

On this page, you will see a list of all payment records. Each record includes:

- **Rental Unit**: The unit associated with the invoice.
- **Tenant Name**: Name of the tenant responsible for payment.
- **Invoice Number**: Invoice number.
- **Amount Payable**: Total amount that is due.
- **Amount Paid**: Amount already paid by the tenant.
- **Payment Method**: Method used for the payment (e.g., Bank Transfer, Cash).
- **Status**: Indicates whether the invoice is **Paid**, **Partially Paid**, or **Unpaid**.
- **Invoice Date**: Invoice date.
- **Actions**: A clickable **Update** button to edit payment details.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/TXKfodsnWrSr49ZlXF-eR_image.png)

## Update Payment Information

- Click the “Update” button.
- You will be taken to the Add Credit page.

## Add or Edit Payment Details

On the Add Credit page, you will be able to edit the following fields:

- **Invoice Number** (auto-filled, not editable)
- **Payment Method** (e.g., Bank Transfer, Cash, Online Payment)
- **Status** (Paid, Partially Paid, or Unpaid)
- **Payment Date** (Select the date of payment)
- **Amount Payable** (Total amount of the invoice)
- **Amount Paid** (Enter the actual amount received)
- **Transaction Number**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/Souz3KoyrXAiRpcK6bVVV_image.png)

## Attach Payment Proof

- Scroll down to the Attach Photo section.
- If you have a receipt or payment proof, you may upload it here.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/P0J3Sh4tEcpAXDm6GCdoI_image.png)

## Save Changes

- After entering the required details (and optionally uploading the photo), click the “Save Changes” button.
- You will see a confirmation message indicating that the payment has been successfully updated.

![](https://app.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/3DlwH08Fq7z4r8llfG_UW_image.png)