Payment cases

Keep the client's payment claim and Finance's review together. These records do not mark an order paid or release production.

Record the client's claim

Record your Finance review

What did you find?

Account alias

When did you check?

Source reference for your check

Exact bank entry reference

Use the exact reference: case and internal spaces matter. No leading/trailing spaces; printable English characters only.

Credited amount you observed Currency you observed Bank booking date

Finance-only note (optional) Response for the reporter

This response is shared with the reporter. Bank fields and the Finance-only note are kept separate. Check that your response contains only what you intend to share.

Case history

Unfinished forms save privately. Returning to a prepared action never records it automatically.

Payment evidence

Payment cases

Case history

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