Sereni handles your entire freelance invoicing process - from invoicing your client to receiving payment. What’s more, you can receive payments directly and automatically via supported gateways enabling totally smooth management of your customer accounts using your choice of payment provider.

Payments List

The Payments list page displays a summary of all payments once they have been received. Payments are recorded in two ways:

  1. Automatic payment: If your client has paid you via any of the supported payment gateways, the payment will be automatically recorded in the Payments list. You will be notified on your dashboard page in the notification section, and also via email.

  2. Manual payment: If your client has paid you via cash, check, bank transfer, credit card or any other payment system not linked to your portal, you will need to enter the payment manually on the payments page.

Whether automatic or manual entry, the Payments list page presents an overview of all payments received in a user-friendly table format. Now, we’ll take you through the various columns in the Payments table from left to right:

  • Reference: Transaction reference number.

  • Method: The method of payment used, ie. PayPal, Bank Transfer, etc

  • Invoice: Invoiced linked to this payment

  • Amount: The payment amount that was received

  • Payment Date: The date the payment was received

Refunding a Payment

If you need to refund a payment, go to the relevant payment in the Payments list, click on the payment. Click on Refund button and the transaction will be marked as refunded.

Payment Receipt

You can download a payment receipt in the payment overview page by clicking on Receipt button.

Manually Creating a New Payment

To create a new payment, go to Invoices list page and select the invoice to pay. Click on Pay button and a number of fields will be displayed;

  • Amount: The invoice amount will appear automatically by default. However, if the payment amount does not correspond to the default invoice amount, you can manually Enter the amount of payment received.

  • Payment Date: The date the payment was received.

  • Payment Type: Select the payment method that was used. Select the appropriate method from the list. Options include Bank Transfer, Cash, Razorpay, Stripe, PayPal, check and more.

  • Send Email: Enable it to send a thank you email to customer.

  • Notes: Here, you can add any comments or notes.