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Payments and verification

Billing → Payments handles receipts and bank slip verification.

The page​

Two figures at the top: how many are Pending Verification, and Total Payments.

Below, two tabs:

TabShows
All PaymentsEvery receipt
Pending VerificationSlips uploaded but not yet confirmed

Filters: User code, Reference and Status.

Verifying a bank slip​

After a customer transfers and uploads a slip (see Invoices), it lands in Pending Verification:

  1. Open one.
  2. Check the amount, date and payer against the invoice.
  3. Pass it, and only then is the money treated as received.

If it doesn't match, send it back and ask the customer for the right document.

warning

Verification is a control, not a formality. Passing it moves the invoice status and the customer's balance. Don't click through without looking.

Receiving bank accounts​

Receiving Bank Accounts in the top right opens the account maintenance page — the accounts you collect into, and what customers see when they transfer.

note

That page isn't in the Settings menu; this is the way in.

Permissions​

Recording payments and verifying slips need the Payments permission. Adjusting a sender account's wallet balance by hand is a separate grant (Wallet Adjustment), because it moves a balance with no receipt behind it.