How to register a payment
Mark a payment as received when the client pays you directly.
When the client pays you directly (PIX, cash or bank transfer), register the payment:
- Open the client, in the Profile & billing tab, or go to Finance.
- Click Register payment.
- Enter the amount and the date and confirm.
The payment goes into your cash book, in the Transactions tab, and the client's due date moves forward. Payments you register manually have no fee.
ProShapeHub never marks a payment as done just because you changed the due date. You are the one who registers it.