Taxza payments and collections tracks money owed and money received against the right invoices. Payments can be recorded by admins, agents or clients; clients upload proof of payment from their portal; approvals route to the correct accounting head; and FIFO allocation applies each receipt across outstanding invoices automatically.
The problem
Collections get messy fast. Clients pay in parts, proof arrives over WhatsApp, and someone has to decide which invoice a payment covers. Without a system, receivables are guesswork and reconciliation is a monthly headache.
How Taxza solves it
Taxza gives every payment a clear path. Clients submit payment proof from the portal, the right person approves it, and the receipt is allocated across outstanding invoices oldest-first (FIFO) — so balances, receivables and the ledger stay accurate on their own.
How it works
Payment is recorded
An admin, agent or the client records a payment; clients attach proof from the portal.
It routes for approval
The payment is directed to the correct accounting head for review and approval.
FIFO allocation applies it
Once approved, the receipt is applied across outstanding invoices oldest-first and posts to the ledger.
Key capabilities
Collect from anywhere
Record payments from admin, agent or client panels.
Client payment proof
Clients upload proof of payment directly from their portal.
Approval routing
Payments route to the right accounting head for sign-off.
FIFO allocation
Receipts apply across outstanding invoices oldest-first, automatically.
Live receivables
Outstanding balances update the moment a payment is approved.
Auto-posted receipts
Approved receipts post straight to the double-entry accounts.
Benefits
- Always know who owes what, right now.
- No manual decisions about which invoice a payment covers.
- Clients help by submitting their own proof.
- Approvals keep control with the right people.
- Receivables and the ledger reconcile themselves.
Example workflow
- A client pays part of two outstanding invoices and uploads the slip in their portal.
- The payment routes to the accounting head, who approves it.
- Taxza applies the receipt oldest-invoice-first via FIFO.
- Balances drop and the receipt posts to the ledger automatically.
Who it’s for
For firms that carry receivables across many clients and want collections, approvals and allocation handled in one controlled place.
Payments & Collections — questions & answers
Yes. Clients upload proof of payment from their self-service portal, and it routes to the right accounting head for approval.
Taxza uses FIFO allocation — approved receipts are applied across a client’s outstanding invoices oldest-first, automatically.
Payments route to the appropriate accounting head, so approval stays with the people responsible under your role setup.
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