SettleWisePayments & ReconciliationMoney in
PY-02Make it official

Validate a payment

A recorded payment is correct. The lodge wants it on the invoice, in the right register, with a receipt.

Track

Money in

Phase

Make it official

Starts with

Pending payment

Ends with

Validated with receipt

Validate the payment you recorded.

Before you start

Sign in as
Accounting, validator, or owner
Starting state
A Pending payment and an active register

Run the scenario

  1. 1AccountingSettleWise · Payments · payment detail

    Choose the register and click Confirm Payment.

    Expected evidence

    The payment is Validated with a receipt number; the invoice timeline shows Payment Validated.

Scenario completed

Validated with receipt

Payment status
Pending→Validated
Invoice status
Open ask→Next phase or paid

If it does not match

  • If Confirm Payment is disabled, choose a register first.
  • If the register is not offered, its currency differs from the payment.