Steps
- When a lead taps I've paid on a payment link you sent, a yellow box appears on their page saying they paid.
- Check your bank. Then click Confirm received, check the amount, Paid by, date and UTR, choose Then move the lead to, and click Confirm — money received.
- Money not in your account? Click Not received. The claim stays in the lead's history.
- Took cash or a transfer? In Payments on the lead, click Record a payment, fill it in and click Save payment.
Good to know
Confirming adds the tag paid and starts any automation set to run When a payment is confirmed.
This is recorded on the lead only. It is not added to your accounts, so record the customer's receipt as usual.