Digital Agency Tools Docs

Bank transfer claims

When a client pays by bank transfer, they can tell you from the pay page. The invoice is flagged Claimed and you are notified. It is only marked paid when you confirm the money has arrived.

How to deal with a claim

  1. You get a notification: Bank transfer claimed on INV-…, with the amount and any reference the client typed. In the invoice list, the status shows Claimed.
  2. Check your bank account for the transfer.
  3. Open the invoice. A yellow message at the top repeats the claim. Under Payments, the claim shows as Client says paid.
  4. If the money is there, click Confirm received. The invoice is marked Paid and the client is emailed a receipt.
  5. If it has not arrived, click Not received. The invoice stays Open and the client can pay or claim again.

Turning transfers on

The bank transfer option only appears on the pay page when you have filled in Bank details for transfers in Invoice settings. Whatever you type there (account name, IBAN, BIC) is shown to the client, with the invoice number as the reference to use.

Leave it empty to offer card payment only.

A claim

client clicks "I have paid
by transfer"
  → Claimed (still open)
  → you: Confirm received → Paid
     or: Not received     → Open

What the client sees

Under Pay by bank transfer there is an optional box for their bank's reference and an I have paid by transfer button. After they click it, the page thanks them and says the invoice will show as paid once the transfer arrives. They cannot claim twice on the same invoice while a claim is waiting.

A claim is always for the full amount still owing.

Good to know

  • A claim does not count as money received. The Owing figure does not change until you confirm it.
  • While a claim is waiting, the Record a payment form is hidden on that invoice, so you do not record the same money twice. Deal with the claim first.
  • If the client pays by card after claiming, or you void the invoice, the waiting claim is closed automatically.
Whether a claim also reaches you by email or WhatsApp, as well as the bell, depends on your settings under Settings → Notifications.

Related

Still stuck?

Can't find what you're looking for? Send us a message and we'll reply by email.