Manage payments

Once you have issued your sales invoices, you should start to receive payments.

Want to get paid quickly and easily and automatically record the payment in IRIS Elements Cashbook? We have our own payments processing service called IRIS Pay which is included with your subscription. There are no contracts, subscription charges or hidden costs. Just a small fixed fee for each successful payment received. Find out more about IRIS Pay.

Depending on how the payment has been made, you'll need to record the payment transaction. This section also covers dealing with refunds and credits.

The most convenient way to manage payments is to set up a payment processor. When an invoice is generated, you can add a PayOnline button or link. Once the invoice is paid, a payment transaction is automatically recorded and the invoice marked as paid.