How to Create a New Transaction from a Payment in the Oze App

Step 1: Open the Oze App

• Launch the Oze app on your phone.

Step 2: Go to the Payments Section

• Navigate to the Payments tab. Here, you'll see a list of all recorded payments, including those automatically added via SMS and any manually entered payments.

Step 3: Find the Payment You Want to Use

• Scroll through the list to locate the payment you want to create a transaction from. You can use the search or filter options if there are many entries.

Step 4: Select the Payment

• Tap on the payment to open its details.

Step 5: Choose the “Create New sale” Option

• In the payment details screen, look for an option labeled Create New sale/ Create New Expense. If a payment method wasn’t recognized from the SMS, you’ll first need to Select a Payment Method before proceeding.

Step 6: Select the Product(s) You Sold and Click Continue

Product/Service name

• Category
• Customer/Supplier name
• Notes or description (if needed)

Step 8: Confirm and Save

• Next confirm details and tap Save or Add Customer. The payment will now be added as a new transaction in your records.

Note:
Money In = Sales

Money Out = Expenses