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Money

Understand payments and outstanding balances

Record cash or bank transfer payments and see exactly what remains owed.

Short answer

Roundflow calculates customer balances from confirmed charges and payments. The balance is never an editable total, and payments are allocated to the oldest outstanding work first.

Step by step

How to do it

  1. 1

    Complete a visit and confirm whether the amount was paid or left outstanding.

  2. 2

    Open Money or the customer record to see the current balance.

  3. 3

    Choose Record payment and enter the amount and method.

  4. 4

    Confirm the payment. Roundflow allocates it to the oldest outstanding charges.

  5. 5

    Open the customer payment history to review the visit, charge, payment and remaining balance.

What you should see

The balance agrees with the protected payment history and the original charge and payment records remain visible.

Troubleshooting

If something does not look right

A balance has not changed

Refresh after checking the payment was confirmed. If the change was made offline, open Offline & sync and review the queue.

A worker cannot open the company debt list

Company-wide finance is limited to owner, admin and office roles. Workers see payment information only for assigned work.