Once a payment has been received from your customer, select the payment in question in the payment details. Unconfirmed receipts are indicated by the orange symbol. Click on the payment you want to edit, e.g., a transfer of €50,000.00. A new window will open where you can adjust the amount and mark the payment as confirmed and received. Make sure the amount is correct and the payment has actually been received.
Has your customer made a transfer and the money has been credited to your account, or has they brought it to you in cash? Select the payment in question. You are now in the payment details. Unconfirmed receipts are indicated by the orange symbol. Now click on the payment you want to edit. In our example, the transfer of €50,000.00.
Pictured: Open transaction with an unconfirmed payment
In a new window, you can adjust the amount again if necessary, and mark the amount as confirmed and (if the corresponding option is enabled) received using the checkboxes. Please ensure that the payment has actually been received and that the amount is correct.
Pictured: Payment with payment information
If the ADM feature is enabled, the AML/GwG check must still be performed. After that, the icon changes from orange to green.
Pictured: Transaction that has been fully paid. The payment has been confirmed and the AML/GwG check has been performed.
If this setting has been set, payments made via direct payment can be automatically marked as paid as soon as we receive confirmation of a successful transfer order.
If all incoming payments for a payment have been confirmed, you will find the payment in the Paid status.