Payments
Record and allocate money in and out.
- How payments work Sales Scribe records the money your customers pay you and matches it to the invoices it settles. This guide explains the two-step way payments work so the rest of the payment…
- Record a payment against an invoice When a customer pays an invoice, recording it against that invoice is the quickest way to keep your books up to date. Sales Scribe records the money and matches it to the invoice…
- Partially pay an invoice Sometimes a customer pays only part of an invoice — a deposit, a stage payment, or simply what they can afford this month. You record a part-payment in exactly the same way as a…
- Record a payment on account Sometimes money arrives before you know exactly which invoice it belongs to — a deposit, a prepayment, or a lump sum covering several invoices you have not picked yet. You can…
- Allocate an existing payment Allocating means matching a payment you have already recorded to one or more invoices. You do this whenever a payment was recorded on account, when a lump sum covers several…
- Void a draft payment If you started a payment but no longer want it, you can void it — as long as it is still a Draft. Voiding cancels the payment before it reaches your accounts. Once a payment has…
- Refund or reverse a payment Once a payment has been posted, it is part of your accounting records and cannot simply be deleted. If it was recorded in error, or the money is being returned to the customer, you…
- Take online card payments Your customers can pay invoices online by card, straight from the invoice email. Payments are
- Chargebacks and disputes A chargeback (dispute) happens when a customer challenges an online card payment with their bank —
- Foreign-currency payments and exchange gains or losses When you invoice a customer in a currency other than your organisation's functional currency (the currency your books are kept in), the exchange rate can move between the day you…
- Unallocated payments and items Money that has been recorded but not yet fully matched to a document is unallocated. A small unallocated balance is normal — a deposit you have not applied yet, or the remainder of…
- Reconcile payments with bank statements Bank reconciliation is how you confirm that what you recorded in Sales Scribe matches what actually happened at the bank. Once you have imported a bank statement, the Reconcile…
- Understand payment statuses Every payment you record has a status that tells you where it is in its life and what you can do with it. This page describes customer payments; supplier payments work the same…