Payment Tracking

This guide explains how to manage payments for contracted cuidadoras.

Overview

The payment module allows you to:

• Generate monthly payment slips
• Group slips into payment batches
• Track payment execution
• Export data for operators

Payment Architecture

┌────────────────────────────────────────────────────────────────────┐
│                        PAYMENT BATCH                                │
│  Reference: LOT-2026-06-001                                        │
│  Period: June 2026                                                 │
│  Total amount: 5,000,000 XOF                                       │
│  Status: In progress                                               │
├────────────────────────────────────────────────────────────────────┤
│                                                                    │
│  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐                │
│  │ Slip #001   │  │ Slip #002   │  │ Slip #003   │   ...          │
│  │ Fatou S.    │  │ Mamadou D.  │  │ Aminata B.  │                │
│  │ 100,000 XOF │  │ 100,000 XOF │  │ 100,000 XOF │                │
│  │ Paid ✓      │  │ In progress │  │ Blocked ✗   │                │
│  └─────────────┘  └─────────────┘  └─────────────┘                │
│                                                                    │
└────────────────────────────────────────────────────────────────────┘

Module Access

1. Click on Cuidadoras in the menu
2. Select Payments

Generating Payment Slips

Step 1: Select the Period

1. Choose the year
2. Choose the month
3. Optional: Filter by region

Step 2: Define Amounts

Element	Description
Base salary	Fixed monthly amount
Field bonus	Travel-related bonus
Performance bonus	Results-based bonus

Step 3: Generate

Click Generate slips. The system:

1. Identifies all active and contracted cuidadoras
2. Creates a payment slip for each
3. Automatically calculates the net payable

:::info Automatic Calculation

Gross = Base Salary + Field Bonus + Performance Bonus
Net = Gross - Deductions

:::

Payment Slip Structure

Field	Description
Code	Unique reference (e.g., PMT-2606-00001)
Cuidadora	Cuidadora's name
Period	Month and year
Base salary	Base amount
Field bonus	Field bonus
Performance bonus	Performance bonus
Deductions	Any deductions
Gross	Total before deductions
Net payable	Final amount
Payment method	Mobile Money, Transfer, Cash
Number	Mobile Money or account number
Status	Draft, Pending, Paid, etc.

Slip Statuses

Status	Color	Description
Draft	Gray	Slip being edited
Pending	Yellow	Ready for batch integration
In progress	Blue	Payment being processed
Paid	Green	Payment completed
Blocked	Red	Issue identified

Payment Workflow

┌──────────┐     ┌───────────┐     ┌─────────┐     ┌────────┐
│  Draft   │ --> │  Pending  │ --> │ In prog │ --> │  Paid  │
└──────────┘     └───────────┘     └─────────┘     └────────┘
     │                │
     │ Editing        │ Validation
     │                │
                      ▼
                ┌─────────┐
                │ Blocked │ (Issue detected)
                └─────────┘

Available Actions

Action	Description
Edit	Modify amounts (draft only)
Validate	Move to "Pending"
Block	Suspend payment with a reason
Unblock	Resume payment
Mark paid	Record completed payment

Batch Management

Create a Batch

1. Select "Pending" slips
2. Click Create batch
3. Review the summary
4. Confirm creation

Batch Contents

Information	Description
Reference	Unique batch code
Period	Month/Year
Number of slips	Number of cuidadoras
Total amount	Sum of net payables
Status	Batch state

Batch Workflow

┌───────────┐     ┌─────────┐     ┌──────────┐     ┌─────────┐
│   Draft   │ --> │ Valid   │ --> │Transmitted│ --> │ Done    │
└───────────┘     └─────────┘     └──────────┘     └─────────┘

Export for Operator

To transmit payments to the operator (bank, Mobile Money):

1. Open the relevant batch
2. Click Export
3. Choose the format (CSV or Excel)
4. Download the file

The file contains:

• Cuidadora's full name
• Phone or account number
• Amount to pay
• Slip reference

Payment Methods

Method	Description	Required Field
Mobile Money	Phone payment	Mobile Money number
Transfer	Bank transfer	Bank account
Cash	Cash payment	-

Blocking a Payment

You can block a payment in case of an issue:

1. Open the relevant slip
2. Click Block
3. Enter the reason (required)

Example reasons:

• "Invalid phone number"
• "Bank account closed"
• "Cuidadora suspended"

Tracking and Reports

Available Indicators

Indicator	Description
Slips generated	Total number of slips
Slips paid	Number of completed payments
Slips pending	Number awaiting processing
Slips blocked	Number of blocked payments
Total amount	Sum of net payables
Amount paid	Sum of completed payments

Filters

Filter	Options
Period	Month/Year
Status	All, Pending, Paid, Blocked
Region	Filter by region
Batch	Filter by batch

Best Practices

:::tip Recommendations

1. Generate early: Generate slips at the beginning of the month
2. Verify numbers: Ensure Mobile Money numbers are up to date
3. Group by batch: Create batches to facilitate tracking
4. Document blocks: Always indicate a clear reason
5. Export regularly: Keep copies of exports :::