Record payments

A client paid us — record which invoices the remittance covers. Upload the remittance advice for an AI-drafted pre-fill, or skip and enter manually.

1 — Remittance advice (optional)

Remittance document(s), PDF

Drafts needing attention

Remittances that were uploaded or emailed but never became a recorded payment. A failed extraction can usually be retried — the stored documents are reused, nothing is re-sent.

Received	Payer	Amount	State	Why	Expires

2 — Payment details

Payment date Reference

Payer

Landing account

Invoices this payment covers

Status Invoice # Dated from Dated to Amount min Amount max

	Invoice #	Amount paid ($)	Invoice total	Outstanding	Client	Status

Ledger rows come from wizard-raised invoices; add a line for anything raised outside the wizard. Total: $0.00