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Getting paid

EFT payments and reconciliation

Print your banking details, match incoming EFTs and keep balances accurate.

4 min read

Show your banking details

Capture your bank, account number and branch code in Settings → Payments. They print on every invoice PDF and show in the client portal.

Matching a payment

  1. 1Open the invoice (or the client profile → Payments tab).
  2. 2Choose Record payment, set the method to EFT and enter the reference from your bank statement.
  3. 3Save — the allocation, the balance and the invoice status all update together.

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