> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments and Expenses Overview

> Index for payment records, due payments, expenses, and configuring payment methods. Link to children and to the POS payment workflow page.

Index for payment records, due payments, expenses, and configuring payment methods. Link to children and to the POS payment workflow page.

<Columns cols={2}>
  <Card title="Payment Records and Due Payments" icon="file-text" href="/payments/payment-records">
    Cover the Payments list (method, amount, transaction ID, order number, timestamp, search, Excel export) and the Due Payments tab (outstanding/partial 'due' payments with total owed). Explain how to navigate to the related order. Permission: Show Payments.
  </Card>

  <Card title="Configuring Payment Methods and Gateways" icon="list" href="/payments/payment-methods-and-gateways">
    Document Payment Settings: configure gateways (Paymob, AmwalPay, Stripe, Razorpay, PayPal, Payfast, Paystack, Flutterwave, Xendit) with API credentials and test/live mode, enable per order type (dine-in/delivery/pickup), cash and QR payments (with QR image upload), and custom offline payment method definitions. Note webhook URLs are display-only. Permission: Manage Settings.
  </Card>

  <Card title="Recording Expenses and Categories" icon="settings" href="/payments/expenses">
    Cover Expenses: create with title, category, amount, date, payment status (pending/paid), payment method, due date, description, and receipt upload (max 5MB); edit/delete; filter by category/method/date; export. Cover Expense Categories (name unique per branch, description, active status). Note categories are branch-scoped and seeded on new branches. Permissions: Show/Create/Edit/Delete Expense and Expense Category.
  </Card>
</Columns>