Business management feature
Record the money your customers send you, bank-statement style — each payment then settles itself against that customer's open invoices automatically.
The Customer Payments feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Customer Payments feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A payment mirrors a line on your bank statement: Name (required) — a short label, e.g. "Payment for SI-0000001". Number — the bank's transaction reference. Date (required) and Valor — the booking date and the value date, as the statement shows them. Amount (required).
See the fields and stepsIn the product
The detailed guide shows the screens and records behind customer payments, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Record the money your customers send you, bank-statement style — each payment then settles itself against that customer's open invoices automatically.
It connects with Construction, Logistics, Professional Services, Retail, Wholesale, Sales Invoices.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
