Infinity3 Help Centre

Check what customers owe and keep payment records up to date when money is received online or outside the platform.

Check invoice status

1. Open Payments → Invoices & Estimates → All Invoices.
2. Filter by status or date where useful.
3. Open the relevant invoice.
4. Review payments and the remaining balance.

Review online transactions

Open Payments → Transactions and search or filter for the customer, date or payment status.

Check whether the transaction succeeded, failed or was refunded. A failed attempt is not a received payment.

Record an offline payment

After confirming the money was received:

1. Open the relevant one-time invoice.
2. Select Record Payment from its actions or three-dot menu.
3. Choose Record Manually.
4. Enter the received amount, date and payment method.
5. Add a reference where available and submit.
6. Check the updated balance.

Things to know

• Recording manually documents an existing payment; it does not collect money.
• Record only the amount received for a partial payment.
• Check provider records before recording a payment to avoid counting it twice.
• A successful transaction does not confirm that a bank payout has arrived.

If the balance looks incorrect, contact Infinity3 with the invoice number, transaction reference and payment details. Don’t send full card details.