Bank payments and proof
Paid by bank transfer? Keep it with the invoice.
Keep a customer’s bank slip, payment details and invoice together. YeboPay helps read the proof so you can review the amount, reference and date.
Step-by-step guide
Check a bank payment before confirming
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Check a bank payment before confirming
Spoken narration Check your bank statement before confirming payment.
Check the details before you act.
Visible content (not all spoken; examples remain illustrative) Open the invoice’s Bank transfer section. YeboPay · 1 of 5 Open the invoice’s Bank transfer section. Illustrative example Status: Awaiting your confirmation Payer says: E500 Still owed: E500 Read the amount and reference on the slip. YeboPay · 2 of 5 Read the amount and reference on the slip. Illustrative example Read from the file: E500 Reference: SCHOOL-DEMO Status: Awaiting your confirmation Match the slip to your bank statement. YeboPay · 3 of 5 Match the slip to your bank statement. Illustrative example Slip amount: E500 Statement amount: E500 Reference: SCHOOL-DEMO Enter the amount that reached your bank. YeboPay · 4 of 5 Enter the amount that reached your bank. Illustrative example Amount received (SZL): 500 Confirm payment: Not pressed Reject: Use if proof is not accepted Choose Record a bank payment I received. YeboPay · 5 of 5 Choose Record a bank payment I received. Illustrative example Amount: E500 Reference: SCHOOL-DEMO Record payment: Not pressed
Video and transcript in English. Examples use sample details.
What you can do
Bank payments and proof
Find the proof
Keep a bank slip or screenshot with the relevant invoice.
Check before confirming
Compare the proof with your own bank record. Correct or reject a problem instead of marking it paid.
Keep the balance right
A confirmed payment updates the invoice and leaves any unpaid amount visible.
Check the money against your bank statement before confirming it. You can also record a transfer you have already received, with its date and reference.
For example
A parent pays school fees by bank transfer and uploads the slip. The school checks its statement, confirms the received amount and keeps it with the fee invoice.
A bank slip or screenshot does not prove money has arrived. Reading the document does not confirm the payment. Direct bank transfers go to your bank account; confirm only what you can verify there.
Features
More from YeboPay
Receipts and part payments
Keep confirmed payments and their receipts with the invoice. If part payments are allowed, follow each payment and the amount still left to pay.
Pay people
Prepare the people your business needs to pay, check the amounts and follow the result for each recipient.
Refunds and payment history
See the status of a payment and the details behind it. If the payment allows a refund, choose the amount and follow the result.