Record a manual bank payment

1. 01

   Step 1: Open Billing on the matter

   Choose Record payment.

2. 02

   Step 2: Enter the details

   Amount, date, bank reference and which account received it.

3. 03

   Step 3: Attach proof

   Add the bank statement line or remittance note.

4. 04

   Step 4: It stays pending

   The payment shows “Pending verification” until it’s matched in reconciliation.

Written from the Casevoya product specification (FIN-09). Screens and wording may change before launch.