Client invoices and bank transfers

Client payments are made by bank transfer against the invoice. Use the bank details displayed on the invoice and include the invoice number in the transfer reference. The payment must be confirmed before it is recorded as received. The administrator can record a receipt against an invoice or allocate a project payment to it. Invoice totals, amount received and balance due should be reviewed together. Only unpaid draft invoices without payment records or credit notes can be deleted. An eligible unpaid invoice can be cancelled. When a paid invoice needs an adjustment, contact the administrator so the appropriate credit note can be recorded.