External Payments

External payments are transactions made and recorded in external systems such as banks or online payment gateways. When using integrations with third-party platforms, the payment records are automatically created and updated in the system as their status changes in those systems.

Once confirmed, these transactions become available automatically for reconciliation.

Topics

Search External Payments — The External Payments Search enables users to efficiently locate external payments using various search options.

External Payment Details — The External Payment Details page provides an overview of all information related to an external payment record. It also shows the receipts that have been reconciled against the payment.

Reconcile External Payments — With our integrations, external payments are created and updated automatically. Once confirmed, they become available for reconciliation. During reconciliation, receipts are generated and applied to the outstanding invoices linked to the record the payment was made for. This makes it simple to identify and allocate payments accurately. The process is highly efficient, as the system automatically suggests and preselects the invoices that match the confirmed payment amount, reducing manual work and minimising errors.