Wellicle Help
THEN

Payment reviews

Review family-submitted slips before invoices count as Paid

Overview

Payment reviews is where staff confirm transfer slips that families submit from the portal. Only verified amounts count toward Paid on the invoice. Open /org/{slug}/payments. Anyone with invoices:read can see the list; Confirm payment and Reject need billing:manage (OWNER, ADMIN, MANAGER).

The default filter is Pending. Change it to Verified, Rejected, or All statuses.

Steps

  1. Open Payment reviews

    Choose Payment reviews in the staff menu, or go to /org/{slug}/payments

  2. Optional — View slip

    Open View slip to see the uploaded image in a new tab. View opens the invoice

  3. Confirm or reject

    Confirm payment applies immediately — there is no extra dialog. Reject opens a dialog; fill the required Reason, then confirm

Statuses:

  • Pending — waiting for staff
  • Verified — counts toward the invoice Paid total
  • Rejected — does not count; the family can resubmit a new slip from the portal

Tips

  • Confirm slips here so invoices move to Paid only after the transfer is checked
  • After a reject, the reason is visible on the invoice so the family can pay again
  • Set PromptPay and bank accounts first so families can submit slips at all