Bank transfer
Record a payment received through a bank transaction.
An issued invoice is not the same thing as collected money. VELDIGO keeps the payment step visible so open balances remain part of the workflow.
Record a payment received through a bank transaction.
Record a cash payment.
Record a card payment.
Use the additional payment method when none of the standard choices fit.
Before recording another payment, the user can see the invoice total, the amount already recorded and the outstanding amount.
Reports distinguish issued revenue from actual collection. This makes it easier to see whether sales activity is converting into cash.
Choose the open invoice, enter the amount and date, select the payment method and keep an optional reference or note with the record.
Explore quotes and invoices, then see how reports use the payment records.