Payments

Bring invoices, delivery records and payment references together. Review unmatched items or possible duplicates and keep your approval checklist close to the source records.

Open Payments Read the guide

New Case · PaymentsCheck whether an invoice already has a payment reference.

“Review these payment records against invoices and flag unmatched or duplicate references.”

Invoice and purchase order Delivery or completion evidence Payment reference

Clerky is preparing

Payment evidence register
Unmatched references
Duplicate-payment flags
Approval checklist

On it!

How it flows

01
Gather invoices
02
Match payment evidence
03
Review exceptions
04
Prepare an approval checklist

What to bring

Start with what you have.

Invoice and purchase order
Delivery or completion evidence
Payment reference
Amount and currency
Supplier banking evidence
Authorised approval

The checklist shows what is still missing, so nothing has to be perfect on day one.

What you walk away with

Work you can act on.

Payment evidence registerUnmatched referencesDuplicate-payment flagsApproval checklist

Prepare a payment with its evidence in view.

Four steps, one clear Case.

Gather invoices

Match payment evidence

Review exceptions

Prepare an approval checklist

Start with what you have.

Work you can act on.