Record payments and refunds

Investors pay you directly, by bank transfer, escrow or another method. You then record what arrived. The record is what moves the order forward and keeps the cap table correct.

1. Open the order and choose Record payment.
2. Enter the amount, in the order's currency, and the date received.
3. Choose the method: bank transfer, cash, cheque, crypto, escrow or other. Add the bank reference.
4. Optionally attach proof, such as a bank confirmation. Choose whether to share it with the client. Off keeps it with your team on the order; on attaches it to the client and shows it in their portal.
5. Confirm.

• You can record several partial payments.
• Once the paid total is at least the amount due, the order becomes funded. With auto-settle on, it is settled for you.
• An overpayment is flagged so you can refund the difference.

• A refund is a negative payment. It cannot exceed what you received. Choose Record refund and enter the amount paid back.
• Recording a refund, or deleting a payment, moves a funded order back to awaiting payment.
• You can delete a payment while the order is not settled. The deletion is audited.