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Payments Guide

Getting Paid

Track unpaid invoices, record received payments and keep customer balances up to date.

Start steps Field guide

Payment Tracking

1 Find Invoice Open unpaid or overdue invoice.
2 Record Payment Enter amount, date, method and reference.
3 Check Balance Confirm paid, partial or unpaid status.
Payments connect money received back to invoices so sales and cash-flow views stay accurate.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Find the unpaid invoice

    Open Manage Invoice and use status or due-date filters to locate unpaid invoices.

    Open full instructions
    cherrybank.money/payments/step-1
    Step 1 visual

    Find the unpaid invoice

    Open Manage Invoice and use status or due-date filters to locate unpaid invoices.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Open payment action

    Use the payment action on the invoice or open Manage Payments.

    Open full instructions
    cherrybank.money/payments/step-2
    Step 2 visual

    Open payment action

    Use the payment action on the invoice or open Manage Payments.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Enter received amount

    Enter the amount paid, payment date, method and bank/reference note.

    Open full instructions
    cherrybank.money/payments/step-3
    Step 3 visual

    Enter received amount

    Enter the amount paid, payment date, method and bank/reference note.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Save payment

    Save and confirm whether the invoice is fully paid or partially paid.

    Open full instructions
    cherrybank.money/payments/step-4
    Step 4 visual

    Save payment

    Save and confirm whether the invoice is fully paid or partially paid.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Follow up overdue balances

    Use overdue filters to chase unpaid balances.

    Open full instructions
    cherrybank.money/payments/step-5
    Step 5 visual

    Follow up overdue balances

    Use overdue filters to chase unpaid balances.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Amount Reduces the invoice balance.
Payment date Used for cash-flow and reporting periods.
Reference Helps match bank deposits to invoice payments.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Record partial payments as they arrive so invoice status remains truthful.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products