Payment Method Visible in Transaction Lists
The question is simple and it arrives every month end: “how much came in through QRIS?”
Until now the answer took an afternoon. The transaction list said nothing about how anything was paid, so the only route was opening invoices one by one, noting them on paper, and adding them up yourself — with a fair chance of missing a few that nobody would ever notice.
Now the information is in the list, and it can be filtered.
There is a decision behind it worth knowing, because it explains why some older invoices look different from how you remember them. What is shown is not the intended payment, but the money that actually arrived.
Previously the payment method was written once in the invoice header when the invoice was created — and never updated afterwards. A credit invoice marked “cash” on the day it was written, then settled by transfer a month later, stayed “cash” forever. Tidy figures, and wrong.
Now the column is summarised from payments that genuinely happened. An invoice settled half in cash and half by transfer shows as both, and an invoice that has received nothing shows blank — an honest blank, not an accidental one.
Before you start
- Payments are recorded through the payment form, not merely written in a notes field.
- Receiving pockets are set up if your shop accepts QRIS, transfers or e-wallets.
Steps
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Open the Sales list or the Repairs list
The payment method column now appears on both. Before this it lived only inside the invoice, so answering something as simple as "how many paid by transfer" meant opening dozens of invoices one at a time.
The column now sits in the list, not only inside the invoice. -
Read invoices paid two ways as a combination
An invoice settled partly in cash and partly by transfer shows as both, rather than being forced into one. That genuinely happens in a shop, so the display follows reality.
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Narrow it down with the payment method filter
The filter combines with the ones already there — date, status, customer. From there a question like "last month repairs paid by QRIS" becomes two taps rather than a lost afternoon.
The filter combines with the date and status filters. -
Remember it shows money that actually arrived
The figure is summarised from payment entries, not from the intended method noted when the invoice was created. A credit invoice once marked cash and later settled by transfer will read as transfer — which is exactly right.
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Use it in Financial Reports then Pocket Balance
There it explains where each balance movement came from. Useful when reconciling a bank statement or a QRIS summary against shop records, because you can separate what arrived through the bank from what went into the drawer.
In Pocket Balance it explains where each movement came from. -
Treat an empty cell as not yet paid
An invoice that has received no money shows no method at all. An empty cell here means no money has arrived — not that data went missing.
What you end up with
You can answer payment questions straight from the transaction lists and the pocket balance report, with figures that follow the money actually received.
If something goes wrong
The payment method column is empty although the invoice is settled
Check whether the settlement was truly recorded through the payment form. An invoice whose status was changed manually without a payment entry has no source for this column.
There is an invoice with a zero payment that used to show as cash
The display now follows the money, not merely the existence of a payment row. Warranty or free invoices holding a zero-value settlement are deliberately left blank, so the column does not contradict the paid figure next to it.
The method in the list differs from what I remember at invoice time
That is the fix itself. It used to show the intended method in the invoice header, which was never updated at settlement. It now shows the payment that genuinely happened.
QRIS money landed in the wrong pocket
The receiving pocket is chosen when recording the payment, not derived automatically from the method. Correct it through the payment, then re-check Pocket Balance.