> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kralis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Recording and Reconciling Payments

> Record money against the correct invoice and correct mistakes safely.

## Record a payment

1. Open the intended invoice.
2. Choose the payment action.
3. Confirm the read-only invoice identifier.
4. Enter the payment amount, date, status, reference, receiving information, and other fields shown.
5. Save and confirm the invoice's paid and outstanding summaries update.

## Reconciliation workflow

```mermaid theme={null}
flowchart LR
    A[Receive payment evidence] --> B[Find invoice]
    B --> C[Record payment]
    C --> D[Compare amount and reference]
    D --> E{Correct?}
    E -->|Yes| F[Confirm or retain status]
    E -->|No| G[Edit or remove incorrect payment]
    G --> D
```

The **Payments** page provides search and filters for reviewing recorded payments. Compare the record with the school's receiving account or payment evidence before treating it as confirmed.

## Correct a mistake

Update the payment when the transaction remains valid but a permitted detail is wrong. Delete it only when the payment record itself should not exist. After correction, recheck the related invoice balance.

<Warning>
  Never create another payment merely to cancel a mistaken one unless that is the school's documented accounting method. Use the edit or delete action provided to authorized operators.
</Warning>