Connect collections and set reference rules

Steps

1. Open Set-up → 6 Money in.
2. On Bank transfer, select Connect (or check the provisioned collection account) and confirm it’s you.
3. Where available in your country, connect Mobile money. Rails not yet live show as Coming.
4. Under reference rules, choose what members use as their payment reference (usually their Member number) and the default product for payments that don’t name one.
5. Optionally, select Add employer for payroll check-off, then Save.

What happens next

Payments that carry a member’s number are credited automatically. The rest wait in Suspense for an officer to match.