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Recording a payment

Your bank says they paid — tell Badger.

Step 1: When your bank shows a customer has paid, record it so Badger stops chasing that invoice.

Badger's screen for this step

Step 2: On their page, open the invoice, choose Record a payment, and enter the amount and date your bank shows.

Badger's screen for this step

Step 3: Save it, and that invoice is settled — Badger never chases a paid invoice.

Badger's screen for this step

Step 4: Payments only ever come from you, your bank, or Xero. If you'd rather let one go, Write it off and the chase ends for good.

Badger's screen for this step

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More tutorials

Getting started with Badger
Your first run-through: invoices in, reminders approved, done.
The Today page
Your morning brief and the approval queue.
Approving from your inbox
The morning brief email has its own approval page.
Handling customer replies
What to do when a reply needs your judgment.

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