Step 6 of 7 · Staff and customer
Collect
Record payments and chase overdue invoices.
Customers can pay from the portal, and your team can record payments received elsewhere. Partial payments are supported, with the balance kept up to date.
- Match each payment to the right invoice
- Enter the real amount and method
- Review overdue invoices weekly
What Knock automates
- Balance updated on each payment
- Paid status set when settled
- Overdue flagged after the due date
Checklist
- 1Record incoming payments
- 2Review overdue invoices
- 3Follow up with customers
- 4Confirm balances look right
Common mistakes
- Recording a payment against the wrong invoice
- Ignoring partial balances
- Waiting for month end to look at overdue
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.