Payments Dashboard

The payments dashboard shows every payment Miru has recorded for your organization, whether it came in through Stripe, a bank transfer or a manual entry.

Owners, admins, and bookkeepers can view the payments dashboard.

What each payment row shows

• Client name — the client that paid
• Invoice number — the invoice the payment is applied to
• Transaction date — when the payment cleared
• Transaction type — Visa, Mastercard, Bank Transfer, ACH, Amex, Cash, Cheque, Credit Card, Debit Card, Paypal, Stripe, UPI, or Razorpay
• Notes — any context you or a teammate added when recording the payment
• Amount — the financial value of the transaction
• Status — Paid, Partially paid, Failed, or Cancelled

Add payment manually

To add manual payments, follow below steps:

1. Click ADD MANUAL ENTRY.
2. Select Invoice Number from Dropdown
3. Specify the date of the transaction to maintain accurate records.
4. Select the mode of payment under transaction type.
5. The amount is populated from the invoice and remains editable. Enter a smaller amount to record a partial payment.
6. Include any relevant notes or comments for future reference.