When a client makes a manual payment (via Bank Transfer, bKash, Nagad, Rocket, or Cash), you need to collect accurate information and report it properly. Follow the steps below:

✅ Step 1: Collect Information from the Client

Always collect these details from the client before confirming the payment:

1. Transaction Method → Bank Transfer / bKash / Nagad / Rocket / Cash
2. Transaction  Amount → Example: 2,500 BDT
3. Transaction  Date & Time
4. Sender Number / Account Number (for bKash/Nagad/Rocket)
5. Transaction ID (e.g., bKash/Nagad Txn ID)
6. Invoice ID (as Reference Number)

   • Reference number must be the Invoice ID.

   • If the client does not provide an Invoice ID as reference → take a screenshot of the channel (Email, WhatsApp, Messenger, etc.) where the payment details were received.

   • If Invoice ID is given as reference, → screenshot is not required.

7. Collect payment successful screenshot.

✅ Step 2: Report in Slack

After collecting the information, report it to the Finance/Accounts team in Slack using this format:

1. Transaction Method
2.  Invoice Number
3. Transaction  ID
4. Transaction  Date
5. Transaction Amount (share exact amount received)
6. Payment Successful screenshot
7. If the client does not provide an Invoice ID as reference → take a screenshot of the channel (Email, WhatsApp, Messenger, etc.) where the payment details were received.

✅ Step 3: Verification by Finance Team

• The Finance/Accounts team will verify the payment in the respective bank or mobile app.

• Once confirmed, they will add the payment manually to the client’s invoice in WHMCS.

🔐 Important Notes

• Always use Invoice ID as the Reference.

• No payment is accepted without a reference. If missing, provide a screenshot instead.

• Always double-check the details before reporting.

• Tag the Finance/Accounts team in Slack for faster processing.