Payments
Track all your payments and collections
Payments
The Payments screen gives an overview of the money coming in against your invoices. Reach it from Finance > Payments.
Indicators
Three cards summarise your collections, each with its amount:
| Indicator | Meaning |
|---|---|
| Payments received | Amount of confirmed payments |
| Pending | Amount awaiting confirmation |
| Failed | Amount to reprocess |
These three labels match the three states a payment can be in: confirmed, awaiting confirmation, or failed.
Payment history
The Payment history table lists the collections recorded. Two controls help you find your way:
- the Search a client, invoice… field
- a status filter, set to All statuses by default
A refresh icon, to the right of the filters, reloads the data.
Until a payment is recorded, the screen shows No payments, with the note "Payments received will appear here".
Synchronising payments
The Synchronise button, at the top right, updates the payment statuses. The same button is offered in the middle of the empty screen, labelled Synchronise payments.
Synchronisation matches collections with the invoices they belong to, which moves an invoice to paid automatically, with nothing to type.
The fine-grained match between a bank movement and an invoice is driven from Reconciliation, which shows the detail transaction by transaction and the invoice linked to each one.