Keep payments connected to your invoices.
Connect bank transactions to outstanding invoices with finAPI. Review suggested matches and handle ambiguous cases yourself. Track partial payments, mandate details and invoice status.
Features in detail
Manual payment entry
Record incoming payments with their amount, date, method and reference.
Payment methods
Record the payment method supported by the payment form.
Partial payments
Record multiple payments against an invoice. Its remaining balance is calculated automatically.
finAPI bank connection
Connect bank accounts through finAPI and authorise access through its banking flow.
Bank transactions
View transactions with dates, amounts and counterparties, and filter by matching status.
Automatic matching
Match bank transactions to outstanding invoices using reference text, amount and date.
Manual reconciliation
Review ambiguous matches, assign transactions yourself or reject suggestions.
Multiple bank accounts
Connect multiple accounts and view them in one interface.
Bank connection status
Check account connection status and the last synchronisation.
Transaction statistics
Review totals for unmatched, matched and ignored transactions within a chosen period.
Invoice status updates
Payments update the balance and eligible invoice status according to the document's lifecycle rules.
SEPA mandate details
Manage each customer's mandate status, mandate type and sequence type.
Payment notes
Add notes to a payment, such as an early payment discount, partial amount or late receipt.
Reminder information
Review payments alongside the invoice's reminders and outstanding amounts.
Overpayment workflow
A dedicated workflow for payments exceeding the invoice amount, with allocation to a later invoice.
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