How do I confirm a customer's bank-transfer payment?

You will have turned a customer's submitted transfer into a recorded payment.

Before you start

You need permission to edit invoices. The customer must have submitted a tracking code or receipt from their portal.

Steps

1. On the Invoices list, press the Awaiting confirmation card to show only invoices with a submitted transfer.
2. Open the invoice and read the Bank transfer proof card: tracking code, and View receipt.
3. Check the money in your bank account.
4. Press Confirm bank transfer payment.

What you will see

A payment for the whole balance is recorded, titled "Bank transfer", and the invoice becomes paid. A message says "Payment confirmed."

If something goes wrong

• Nothing changes until you confirm; submitting does not alter the status.
• There is no confirmation dialog, so check the bank first.
• It records the full balance. For a part payment, use Add Payment with the real amount instead.
• Only sent, overdue or partly paid invoices can be confirmed.