Confirm or reject a client's bank transfer proof

Clients who pay by bank transfer can send their receipt or screenshot from the pay page (I already paid: send proof of payment). Staff with the Invoices permission get a notification.

A screenshot alone does not prove the money arrived, so nothing is recorded until you confirm it.

Confirm

1. Open the invoice. The box Client sent proof of payment shows the amount, date, account, name and reference.
2. Click View receipt to see the file they sent.
3. Check that the money is really in your bank or e-wallet.
4. Adjust the amount and date if needed, choose the account it arrived in (Received in…), and click Confirm payment.

The payment is recorded like Record payment: the invoice balance goes down (or the invoice is marked Paid), the journal entry is posted, and the client gets a payment confirmation by email if that is turned on.

Reject

Type the reason (for example not found in our bank) and click Reject. Nothing is recorded. Let the client know what you need.

Good to know

• Files are kept private: only signed-in staff can open them.
• Every confirm and reject is in the Activity Log with who did it.
• To undo a confirmed payment, void it in the invoice's Payment History, like any other payment.