Payments
Collect online payments and record manual payments.
Payments show how money was collected for invoices, checkout links, storefronts, paid bookings, or manual transactions.
Use payment records as the reconciliation surface between Agiled, your customer, and the external bank or payment provider.
Record A Manual Payment
- Open Finance > Payments.
- Select New Payment.
- Choose an invoice or leave invoice set to No Invoice.
- Enter the amount.
- Confirm the currency.
- Choose the payment date.
- Choose the payment method.
- Choose status: completed or pending.
- Add a transaction reference when available.
- Choose the account if it was not filled from the invoice.
- Add internal notes and custom fields when needed.
- Save the payment.
When you choose an invoice, Agiled fills the account, amount due, and currency when those values are available. Review them before saving, especially for partial payments.
If the payment covers more than one invoice, follow your finance process rather than forcing the full amount onto one invoice. Add references so month-end review can trace the payment later.
Online Payments
Online payments require a configured payment gateway. Connect the gateway first, then test a public invoice, checkout, or booking flow before sharing it with customers.
Online methods can include connected gateways such as Stripe, PayPal, or Mollie. Gateway payments usually originate from public invoice, checkout, storefront, or booking pages.
Before Recording Manually
Confirm the money was received in the bank, gateway, or external payment system. Then match the customer, invoice, amount, currency, date, and reference before saving a completed payment.
Manual Payments
Record manual payments when money was received outside Agiled, such as bank transfer, cash, check, or a payment handled in another system.
Use completed when the money is verified. Use pending when the customer reported payment but your team still needs bank or provider confirmation.
Transaction References
Add a transaction reference for bank transfer IDs, check numbers, gateway IDs, or accounting references. References make reconciliation easier when payments are reviewed later.
Notes And Custom Fields
Use notes for internal payment context, such as who confirmed the transfer or why a payment was recorded manually. Use custom fields when your workspace tracks payment metadata for accounting or operations.
Failed Payments
If a customer reports a failed payment, check the invoice or checkout status, then review the payment provider dashboard for the exact provider-side reason.
Do not create a completed manual payment for a failed online attempt. Record a manual payment only after money is actually received.
If a customer was charged but Agiled still shows unpaid, compare provider events, Agiled payment history, and invoice balance before sending another link.
Refunds And Corrections
When a payment is refunded, disputed, or entered incorrectly, update the related invoice, order, or notes according to your finance process. Keep the transaction reference and correction reason attached to the record.
Do not hide a payment mistake by deleting context. Future reconciliation needs to understand what happened and why the balance changed.
Reconciliation Checklist
- Match payment amount to invoice amount due.
- Confirm currency.
- Confirm payment date.
- Confirm account and invoice.
- Add transaction reference.
- Mark pending payments completed only after verification.