Record and verify a payment

Recording a payment and verifying it are two separate steps, handled by two roles, so money is never confirmed by the same person who entered it.

Record the payment

Open the member, go to Payments, and choose Record payment. Enter the amount, method and reference. The payment is saved with the status For verification.

Verify it

A user with finance approval opens the payment and chooses Verify payment. Only then does it count as received.

Note — The person who recorded a payment can’t verify their own entry. This separation of duties is deliberate and can’t be turned off per payment.

Where to see the status

The member’s payment history shows each payment’s status, who recorded it and who verified it, so the trail is always clear.