After sending your invoice, the next step is to ensure you receive payment for your products or services. This guide will walk you through the process of recording payments accurately.
Step 1: Navigate to Income ->Invoicesto manage and view your outstanding invoices.
Step 2: In the Invoices table, locate the invoice you wish to mark as paid and select the corresponding record.
Step 3: On the right side of the table, click the three dots option and choose Get Paid from the dropdown menu.
Step 4: Enter Payment Details
Step 5: Select the Payment Method
Option A: Bank Payment
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- Select the relevant payment method (e.g., card, bank transfer, cheque).
- Enter the Reference Date, Reference Number, and the Amount Received.
🟩 Tip: When processing bank transfers, ensure the reference number is correctly entered, as it assists in matching the payment to the respective invoice.
(Optional) Tick "Send Receipt to This Client"
Automatically send a receipt to your client as soon as the payment is marked as paid.
Once enabled, your clients will receive receipts automatically whenever payments are processed.
Option B: Cash Payment
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Enter the total Amount received.
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🟩 Tip: Double-check that the amount received matches the outstanding balance on the invoice before marking it as paid to avoid discrepancies.
Optional:
- You may add a Transaction Fee if applicable, which will be deducted from the received amount.
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You may add a Description if applicable.
Step 6: Click Receive Payment
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After entering all payment details, click the
Receivebutton to record the transaction.
- The invoice status will update from Pending to Received.
🟥 Warning: Do not mark an invoice as paid unless the full payment has been received. Marking it prematurely could cause discrepancies in your records.
To View Payment Records
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To access the payment history for a particular invoice, click the three dots option again and select
Payment Records. This will display the full details of the payment associated with the invoice.
Once payment has been successfully recorded, we recommend reviewing your payment and reconciliation procedures to ensure all records are up-to-date. For more information on managing your finances, refer to our other guides.
Need Help?
If you have questions or need further assistance, contact us at support@fynloapps.com—we’re here to help!
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