Understanding the Payments Page in Pulse

The Payments page is the operational view of money in Pulse. It is where your team checks what still needs to be paid, what was collected recently, what is overdue, and what needs follow-up.

Active items

Active items are payment items that are pending or overdue. These are the records your team should follow up on first. An active item may come from a sent invoice, a project-linked invoice, or a quick payment.

History

History shows payments that are no longer active, including paid, cancelled, and refunded items. Use this when you need to confirm what happened after the collection work was finished.

Draft invoices and pending quotes

The Payments page can surface draft invoices and pending quotes because they affect expected revenue. A draft invoice is not yet sent, but it may still represent money your team expects to collect. A quote is not money owed yet, but it can become work or billing later.

Opening or copying PayFast links

If a payment item has a PayFast link, you can open it or copy it. This is useful when a client asks you to resend the link without re-emailing the full invoice.

If the link is missing, check whether PayFast credentials are configured and whether the item is still payable.

Recording payments

Use Record Payment when money arrives outside PayFast. This keeps the invoice and payment history accurate without waiting for an online payment notification.

Cancelling and refunds

Cancelled items move out of the active view. Refunds appear in history so you can keep a record of money returned to a client. Use these actions carefully and keep notes clear for future reconciliation.

Why Payments is separate from Invoices

Invoices is the document workspace. Payments is the collection workspace. Keeping them separate makes it easier to create clean documents while still giving your finance team a focused view of outstanding money.