Reporting & Finance
Payments
Record and reconcile customer payments against invoices.
Overview
See every payment with amount, method, and status in one ledger. Link payments to jobs and invoices so your books match what customers actually paid.
What we're building
If payments are not tracked against the invoices they cover, your books drift from reality, you cannot tell who paid, how, or whether an invoice is truly settled.
Thorbis records every customer payment with its amount, method, and status in one ledger, and links each one to the job and invoice it belongs to. That keeps your books matched to what customers actually paid and makes reconciling balances straightforward.
It is for office staff and owners who need a clean, reconciled record of money coming in.
What you'll be able to do
- Record customer payments
- Capture amount, method, and status
- See every payment in one ledger
- Link payments to invoices
- Link payments to jobs
- Reconcile balances against what was paid
Rollout plan
- 01
Payment ledger
CompleteRecord every payment with amount, method, and status.
- 02
Invoice and job links
CompleteLink payments to the invoices and jobs they cover.
- 03
Reconciliation
CompleteKeep books matched to what customers actually paid.
Milestones
- Complete:
Payment recording
Capture customer payments.
- Complete:
Payment details
Record amount, method, and status.
- Complete:
Record linking
Tie payments to invoices and jobs.
- Complete:
Reconciliation
Reconcile balances against payments.
More in Reporting & Finance
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.