Payments
Track and manage customer payments
Payments
Learn how to track and manage payments in SettleWise.
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Payment Types
Manual Payments
Record payments received outside of automated processing:
- Cash payments
- Check payments
- Bank transfers
- Credit card payments
Automated Payments
Payments processed automatically through:
- Email payment notifications
- Payment links
- QuickBooks integration
Payment Methods
| Method | Description |
|---|---|
| Cash | Physical cash received |
| Check | Check payments |
| Bank Transfer | Wire transfer or ACH |
| Credit Card | Credit card payments |
| Other | Other payment methods |
Recording Payments
From Invoice
- Open the invoice
- Click Actions → Record Payment
- Enter payment details
- Confirm and save
From Payments Page
- Navigate to Payments
- Click Record Payment
- Select invoice and enter details
- Save payment
Using AI Assistant
Record payments with natural language:
"Registrar pago de $1,500 para la factura 0032"
Payment Allocation
Payments are automatically allocated to invoices:
- Full Payment: Marks invoice as paid
- Partial Payment: Updates invoice balance
- Overpayment: Creates credit for customer
Payments are matched to invoices automatically when possible.
Payment History
View complete payment history:
- All payments by customer
- Payment timeline
- Payment methods used
- QuickBooks sync status