Payments

This page lists all payments that have been recorded for invoices or orders, allowing you to view details, sort the list and manage entries.

What's on this page

• Date: shows the payment date (or the recorded date). Click the column header to sort.
• Reference: shows Order with its ID or Invoice when the payment is linked; otherwise empty.
• Type: shows the payment method (Bank, Cash, Credit card, Pin). Unknown methods appear as Undefined.
• Amount: shows the amount and currency; a coloured badge indicates the payment status (Open, Paid, Pending, Failed).
• Actions (⋮): the three‑dot icon opens a menu with Edit and Delete.

Common tasks

Edit a payment

1. Click the three‑dot icon on the right side of the row and choose Edit.
2. In the Edit payment modal change Amount, Payment method or Payment date, then press Save.
3. The list refreshes with the updated information.

Delete a payment

1. Click the three‑dot icon and choose Delete.
2. Confirm the deletion in the Delete payment dialog.
3. The payment is removed from the list.

Open the linked invoice or order

1. Look at the Reference column – it will show Invoice or Order with its ID when linked.
2. Click anywhere on that row (except the three‑dot icon) to open the invoice or order details page.

Good to know

• You only see this page if you have the rights to view or manage financial data; otherwise a Forbidden page is shown.
• The Reference column appears only for payments linked to an invoice or an order.
• The status badge is shown only when the payment has a status; its colour helps you spot issues quickly.
• Admin users without any company set up will see a Setup company details dialog; add a company before invoicing.

Edit payment

Use this dialog to change the details of a payment you have already recorded.

Amount

Enter the new amount. The currency (e.g. €) is shown after the field and cannot be changed here.

Payment method

Select how the money was received – Bank, Cash, Credit card, Pin, or any other method configured for your stable.

Payment date

Set the date the money was received. The field is pre‑filled with the original date but can be changed.

After saving

The changes are stored, the dialog closes and the updated payment appears in the payments list. Anyone who can view payments will see the new details.