Open Invoicing → Receivables. Open receivables are grouped by how overdue they are: not yet due, 1–30, 31–60, 61–90 and over 90 days. You can also see each invoice’s payment status.
Three ways to record a payment
- Manually: choose Record a payment, enter the amount, date and payer, and allocate the payment to an invoice. Record a refund as a negative amount.
- From Netvisor: with a Netvisor connection, Kelomo can retrieve sales invoice payments and match them automatically by reference number.
- From a bank payment file: choose Choose a file under Bank statement import and import the bank’s camt.054 file. Kelomo matches payments by reference number and shows a summary of matched, unmatched and previously imported payments.
Payments that cannot be matched automatically remain in the Unallocated payments queue. Allocate them to the correct invoices manually.
Payment reminders
Open an overdue invoice and choose Payment reminder. The reminder uses the original invoice’s reference number. It concerns the same receivable, not a new charge for work.
The reminder fee and late-payment interest are added according to your settings. Check the reminder’s content and delivery status.