Payment details to capture

The record payment form captures the amount, payment date, payment method, transaction reference and note. If the payment belongs to an issued invoice, select that invoice so the invoice balance and payment schedule can reconcile correctly.

Recording the payment

1. Open the project Financials area.
2. Choose Record Payment.
3. Select the invoice when the payment clears a specific invoice.
4. Enter the full amount received.
5. Add the payment date, method, transaction reference and note.
6. Save the payment and review the invoice status.

How Fencify updates records

Fencify adds the payment to project payment history, updates project paid totals, updates the invoice paid amount when an invoice is selected and refreshes the payment schedule where staged claims apply.

Full payment checks

• Match the amount to the bank, card or cash record.
• Use a reference that helps your bookkeeper trace the receipt.
• Confirm the invoice changes to paid when the amount clears the balance.