Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Enter the amount paid, payment date, method and bank/reference note.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| 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 if the saved record does not look right.
Tip
Record partial payments as they arrive so invoice status remains truthful.