The payments area covers everything from collecting money to matching it against invoices. Whether you’re processing Direct Debits, handling card payments, or recording manual receipts, the platform tracks each payment and keeps your accounts balanced.
In This Section
- Working with Payments — Process, allocate and manage payments
- Expected Payments — Forecast cash flow, control MyAccount payment amounts, and include payment details in correspondence
Where to Start
Head to Working with Payments for the core payment workflows. If you need to track upcoming payments or control what customers see when paying through MyAccount, see Expected Payments.
Tired of chasing payments manually or wrestling with clunky reconciliation? see how SAFE Billing Platform automates Direct Debit, card payments and reconciliation