Help · Step by step

Record a customer's payment

Mark an invoice paid, and the money into the wallet it reached. 3 steps, about 2 minutes.

1. 1

   Open the invoice

   Find it in Invoices: the Awaiting payment tab lists what is still owed.

2. 2

   Record the payment

   Press Record payment. Choose the wallet it was Paid into, the day, and the amount.

3. 3

   Or match it in Banking

   When the payment shows on the bank statement, match it to the invoice there instead.

In the app, this guide is in Help, the ? at the top, and each step opens its page.