Accepting payments through multiple channels can make it harder to see which sale each payment belongs to. A consistent recording routine helps you investigate differences without relying on memory.
Record the sale and payment method
Record what was sold, the amount due, and the payment method. When you receive a transaction notification, check the reference against the sale and confirm it in your provider's records before marking it paid.
If a payment is partial, a refund, or an overpayment, record it clearly and keep the transaction reference. Avoid treating a screenshot or customer message as confirmation that funds have settled.
Reconcile on a regular schedule
Compare your sales records with provider statements at a time that fits your business. Check dates, fees, reversals, and transactions that are still unmatched. Follow up on differences while the details are available.
Payment provider options, fees, and settlement times vary. Check current terms directly with the provider. SokoWise can help organize sales documents and payment activity; the payment connections available depend on your account and setup.
See SokoWise payments collection for tools that help you review outstanding balances and related payment records.