- Access:
- Money and billing at Office, set by role in Settings → Roles
Step by step
- Record the payment as it reads on the bank statement: the amount, the date, and the reference.
- Open it and match it against the invoices it covers. Anything left over stays visible until it is matched.
Tips
- The column to read is Unmatched.
- A payment can be banked and identified later, and hiding it until then is how it gets forgotten.
On this screen
Record a payment received
Write down money that has landed, exactly as the bank statement reads it, before working out which invoices it covers.
- The payment sits as unmatched until you match it, which is the point — the matching is the checking.
- The payer is optional. A payment can be recorded before anyone has worked out whose it is.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
