The all new Payments page from FreshBooks makes it easier than ever to track and manage invoice payments.
Clients today have a lot of payment options at their disposal. Some prefer to pay by check, others pay by credit card or bank transfer, and some even pay for your hard work in cash. And while managing those payments is a great way of understanding where exactly your money is coming from, it can sometimes be hard to keep track of it all.
That’s why we designed the new Payments page to help you better manage all your invoice payments.
What Is the Payments Page?
Simply put, it’s a centralized page where you can manage your invoice payments. It provides you a detailed view of:
- How clients prefer to pay, and
- Where the majority of your income is coming from
You’ll find it in your blue navigation menu below the Invoices tab.
Easily Track and Manage Your Payments
Each item on the Payments page is marked as either blue or green, which you’ll see to the left of its Client and Invoice Number. This colour shows you whether the payment was recorded online or manually, and denotes how much ability you have to edit them:
- Online payments are marked blue and only their Notes can be edited.
- Manual payments are marked green and you can add, edit or delete them directly on the Payments page.
This feature will allow you to manage all payments from one place, minimizing the need to click into individual invoices every time you want to make a change to payment information.
Find Exactly What You’re Looking for with Filters
The Payments page also makes it simple to filter through invoice payments. It gives you a ton of control over finding specific payments, searching for invoices by payment type, or looking up a client’s invoice history. You’ll find the filter button to the top right of your entries, where you can sort by:
- Start and End – Specify a date range
- Type – Choose one or multiple payment methods
- Currency – Choose a specific currency to filter by
- Client – Choose a Client to filter by
Gain More Insights from Your Profit and Loss Report
The Payments page is also tied directly to your Profit and Loss Report. This will help you easily reconcile invoice payments when viewing your report. And it allows you to track which invoice payments are associated with various sales figures, so you know exactly how much revenue it’s generated.
If You Need Us, We’re Here
Your business’ success is always top of mind for us. So if you have any questions on how to use the Payments page, or anything else, we’re here to help: firstname.lastname@example.org or 1.866.303.6061.
about the author
Dave is a Copywriter currently working for FreshBooks, serving the 10 million amazing small businesses using the platform. When he’s not writing, Dave can likely be found binging Netflix alongside his dog Indy.