Finance workspace

Payments Workspace

Track payments received, match them to invoice totals, and review open balances.

Finance Overview Invoice Workspace Receipt Inbox Profit Engine
$0.00Known invoice total
$0.00Matched payments
$0.00Open invoice balance
$0.00Unmatched payments
0Total payment records

Add payment

Invoice reconciliation

Payments match invoice records by invoice ID, work number, or invoice filename.

InvoiceTotalMatched paidBalanceStatus
No readable invoice totals yet.

Payment ledger

Filter and update payment status without touching customer-facing invoice files.

DatePayerAmountLinkMethodStatusAction
No payments found for this view.