Record and review a payment

Before you start

You need Revenue access. A manual sales record does not charge a card.

Step by step

1. Open Revenue and check whether an integration has already imported the payment.
2. For a manual payment, choose the sales-record action and enter the customer, product, amount, date, and payment method requested by the form.
3. Check sales ownership and currency where applicable.
4. Save only if this is a real payment that has not already been recorded.
5. Review the transaction and the person’s record to confirm the association.

Avoid duplicates and verify attribution

First search by person, date, and amount. A payment received through an integration does not need a second manual entry. When comparing systems, use the same period and currency, and distinguish the payment date from the contact’s creation date.

Check the product and assigned salespeople before saving a manual sale. These details explain where revenue came from and what should be delivered. If the provider confirms a payment that is missing in Nod, check the connection and payment event before repeating it. Recording a manual transaction does not charge a card; it records a payment that has already occurred.

What to expect

The sale is recorded against the correct customer and product.

Troubleshooting

Do not re-enter a payment already imported by a provider. Expected Pipeline value and a paid sale represent different things.