Start by editing and validating payments.
The tab "To validate" displays all payments you'll have to review and validate.
The invoice icon appears in green if the user has correctly attached their receiptThe icon appears in grey if the payer has declared his/her receipt as lost
The red icon appears if the invoice is missing
✉️ To remind the user to attach their receipt or to mark a payment as unread, simply click on the "..." button
You can select payments in bulk and edit their information in one go. Wondering how to do this? Check out the video below:
If you are happy with the information on a payment, you can click on "Validate". You can also bulk select payments and validate them in one click. Validated payments are displayed in the next tab: "To export".