How to track payments and allocations

The payments ledger tracks money received outside automatic GoCardless collection. See how to record a manual payment and how to mark an invoice as paid.

Open payments

1. Select Payments in the left navigation.
2. Review the ledger for recent receipts and their allocated amounts.

Record a payment

1. Use New payment to enter amount, method, status, and reference.
2. Set the paid date when the money actually arrived.
3. Select Create to add the payment to the ledger.

Allocate to invoices

1. Click a payment row to open its details panel.
2. Review existing Allocations linked to invoice numbers.
3. Add a new allocation with invoice ID and amount when part of the receipt is unallocated.
4. Remove an allocation if you linked the wrong invoice.