Reviewing Customer Payment Submissions
When customers submit payment for invoices using the Customer Portal, Invoice Payment Link, or QR payment page, the payment is not applied automatically.
An administrator must first review and approve the submission before the invoice is marked as paid.
Viewing Pending Payments
Go to:
Sales → Customer Payments
This page displays all payment submissions made by customers.
For each submission you can see:
Customer
Submitted amount
Bank
Receipt upload
Number of invoices allocated
Current review status
Reviewing a Payment
Locate the payment and click Review.
You can then:
View the uploaded receipt
Review which invoices the payment is allocated to
Verify the submitted amount
Approve the payment
Decline the payment if necessary
Approving a Payment
If the payment is valid:
Click Approve.
Confirm the approval.
IsleBooks will automatically:
Apply the payment to the selected invoice(s)
Update customer balances
Mark invoices as Paid or Partially Paid where appropriate
Update accounting records
Declining a Payment
If the payment cannot be verified:
Open the payment review.
Click Decline.
The submission remains unposted and no invoices are updated.
You can ask the customer to submit a corrected payment.
Dashboard Notifications
Pending customer payments also appear on the administrator dashboard.
The Customer Payments to Review dashboard card displays the number of payment submissions awaiting approval.
Click the card to open the review screen directly.
Telegram Notifications (Recommended)
Administrators can receive instant notifications whenever a customer submits a payment.
Go to:
Settings → Notification Channel
Connect your Telegram account and enable:
Customer portal payment submitted
Invoice payment submitted
Telegram notifications include action buttons that allow administrators to approve or decline customer payments without logging into IsleBooks.
This provides the fastest approval workflow for businesses that receive frequent bank transfer payments.
Best Practices
Verify the uploaded receipt before approving any payment.
Confirm that the payment amount matches the bank transfer received.
Enable Telegram notifications to approve payments immediately and reduce customer waiting time.
Review pending payment submissions regularly to ensure invoices are updated promptly.