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💳 Payments

When you pay the provider directly

Pay the provider yourself, then record it so your plan stays accurate.

Essential 3 steps 1 min read

What is this?

If you chose I will handle payments myself, you pay the provider directly, for example by M-Pesa or bank transfer.

Why it matters

Recording each payment keeps your budget and the provider’s schedule in step.

How to do it

  1. Pay as scheduled

    Pay each amount by its due date, as set out in the agreement.

  2. Mark it as paid

    In Payments, mark the scheduled payment as paid once you have paid it.

  3. Record other payments

    Use Record Payment for payments outside an agreement, against the right cost item.

Tip

Keep the M-Pesa or bank confirmation for every payment.

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