Payments

The Finance → Payments page lists every recorded payment across every customer. Use it to reconcile a bank-statement entry, see payment status, or record a new payment after selecting a customer.

Layout

Header with a Record Payment button (visible only when a customer is selected), toolbar, table.

Toolbar

Control	Behaviour
Customer	Pick a customer (single).
Search	Method, status, reference, or notes.
Status	Pending / Processing / Completed / Failed (options reflect data).
Method	Bank Transfer / Credit Card / Check / Wire / ACH / Other (options reflect data).
Clear	Resets filters.
Count	"N of M".

Columns

Column	Notes
Customer	Hidden if a customer is already selected.
Method	Capitalised label (e.g. "Bank Transfer").
Amount	Currency, monospace, bold.
Currency	ISO code, uppercase (e.g. USD).
Status	Badge.
Reference	Reference number, monospace, or —.
Processed	Date processed.

Record Payment

The Record Payment button is only visible after a customer is selected — this prevents accidentally orphaned payments.

Field	Notes
Invoice ID	Reference the invoice this payment applies to.
Amount	Currency.
Method	Dropdown.
Reference	Optional.
Notes	Optional.

Click Record Payment. The payment appears in the table immediately and also under the customer's Customer Billing Overview.

Notes

• Recording a payment does not automatically mark the invoice as paid — that happens when payment status reaches completed and the sum of completed payments equals or exceeds the invoice total.
• Reference is free-text, intended for bank transaction IDs, cheque numbers, or processor IDs.