What do I do when a client sends proof of payment?
Check the money is in your bank first: anyone can make a proof of payment. Then open the invoice and mark it paid from there.
Step 1: Open the invoice: it says Proof sent, and shows what your client sent.
Step 2: Open the file to see it, and check the money is in your bank.
Step 3: Tap I’ve seen it in my bank: mark paid.
Step 4: If your client has an email address, choose Email receipt or No receipt.
Step 1: Open the invoice: it says Proof sent, and shows what your client sent.
Step 2: Open the file, and check the money is in your bank.
Step 3: Choose I’ve seen it in my bank: mark paid (it says how they paid). Leave “Email … a receipt” ticked to send your client one.
Clients who pay by PayID or bank transfer can send their bank’s proof from the invoice’s link, as a PDF or a photo. You get an email, and Home lists it under Needs attention.
It’s recorded the way your client said they paid. Only the owner and admins see proofs of payment.
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