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Manage Payments

This section allows you to manage all payments received in your iBill.io system, ensuring accurate billing and financial records.

Payments List Overview

  • ID: Unique payment identifier
  • Invoice ID: Linked invoice (click to view invoice details)
  • Customer: The customer who made the payment
  • Reference: Payment reference or description
  • Date of Payment
  • Amount Paid
  • Reversed: Indicates if the payment has been reversed
  • Actions: Manage the payment (reverse, email receipt, download receipt)

Payments List

Payment Actions

  • Reverse Payment: Undo a payment if necessary
  • Email Payment Receipt: Send a receipt to the customer
  • Download Payment Receipt: Save a PDF copy for your records
  • Bulk Actions: Select multiple payments to perform actions in bulk
  • Quick Access: Click the invoice ID to jump directly to the related invoice

Bulk Payment Actions

Best Practices

  • Reconcile payments regularly to ensure accuracy
  • Use references and notes for clear record-keeping
  • Review reversed payments for potential issues

If you need further assistance, click the support button at the top right of this page.