The latest release of Wallist introduces a suite of tools that give you greater control, visibility, and flexibility when receiving customer payments. You can now record how the payment was received, enter notes about the payment, and even apply partial payments if you require a deposit or down payment. When viewing an invoice, you can apply a payment which will launch a dialog to enter the details:
Payment Activity
- Record Payment Methods – Now, when applying payments to an invoice, you can specify the payment method used such as cash, check, credit card, ACH bank transfer, or other payment method. This level of detail ensures accurate record-keeping and makes reconciling payments much easier.
- Check Numbers and Notes – For payments made by check, you can include the check number. Additionally, you can add notes to document specific details about the payment, such as deposit references or any special conditions.
- Partial Payments – If a customer makes a deposit or down payment on a project, you can apply that partial payment directly to their invoice. This feature is perfect for managing project-based work where installment plans or deposits are required.
- Comprehensive Payment History – Every payment applied to an invoice is tracked, giving you a complete history of transactions. This transparency helps you monitor cash flow, resolve disputes, and maintains clear communication with customers.
Getting Started
To use the new payment activity tracking features, simply log into your Wallist dashboard, view an Invoice, and click the Apply Payment option. At Wallist, we strive to make invoicing customers incredibly intuitive, and we hope you’ll find the new Payment Activity tracking is just as easy to use. If you have feedback or questions about this update, please reach out to us through our support channels as we’d love to hear from you!
