Payment Review is for payments that need manual attention before they can be treated cleanly in reports.
Use it when a payment's classification, source, or reporting treatment is unclear.
When to review a payment#
Review a payment when:
- It appears in a review queue
- The payment source is unclear
- A manual/offline record needs context
- A payment does not match the expected product or customer
- Reporting would be misleading without classification
What to check#
Before changing anything, check:
- Customer
- Product
- Amount
- Payment method
- Payment status
- Date
- Any manual reference or note
Keep notes useful#
If you add context, keep it factual.
Good note: "Bank transfer received on 2026-06-01, reference INV-1042."
Weak note: "Fixed."