Your customer has transferred the money and it has been credited to your account or he has brought it to you in cash? Select the relevant payment. You are now in the payment details. You can recognize payments that have not been confirmed by the orange symbol. Now click on the pencil to the right of the amount.
A new window will open. Here you can adjust the amount again if necessary and confirm receipt of the money by ticking Confirmed. Please make sure that the payment has actually been received and that the amount is correct.
The symbol now changes color from orange to green.
If the setting has been made, payments can be automatically marked as paid via direct payment as soon as we receive confirmation of a successful transfer order.
Once all incoming payments for a payment have been confirmed, you will find the payment in the Paid status.
Optional: Mark payments as received
If the function has been activated in the organization settings (see this article), an incoming payment can not only be marked as confirmed, but also as received.
To do this, select the desired payment and click on the pencil to the right of the amount of an incoming payment.
Check the box next to Amount received. If the check mark is set, you can also enter the date the payment was received (optional).
Payments marked as received are given a green tick.