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Manage invoices in the CRM

Review invoice status, payment method and history without changing historical details.

Find and review an invoice

Process the status safely

How to tell that it worked

  • The invoice and payment statuses agree.
  • A payment or cancellation appears exactly once in the process history.
  • The amount, line items and payment details stored at issue time were not changed afterwards.

If it does not work

A bank payment is not yet shown as paid.
Check the CAMT reconciliation and reference first. Do not additionally mark the same payment as paid manually.
A historical invoice detail is incorrect.
Do not edit the issued invoice retroactively. Cancel an incorrect charge with a traceable reason and create a new correct process if needed.

More guides

Relevant next steps for the same audience.

CRM paymentsIssue an invoice or fineReview, issue and manage a person-centred club charge with a clear history.CRM bank paymentsAutomatically reconcile bank payments (CAMT)Set up payment details and safely match incoming bank payments to the correct invoices.CRM online paymentsConnect Stripe securelySecurely connect the club account to the external payment service provider Stripe.
Manage invoices in the CRM | Clubbulc