Bravely helps you keep organised, accurate and up-to-date records — no matter how your clients choose to pay. This guide shows you how receipts and reconciliation work for both BravelyPay and manual payments (like bank transfer or cash).
1. For BravelyPay Invoices
When a client pays an invoice via BravelyPay (e.g. credit card or PayNow):
The invoice is automatically marked as Paid once the payment is successful.
A payment receipt is automatically emailed to the client.
You can always resend this receipt or download it to send manually by clicking on the 3 dots in the top right.
Clients can also view paid invoices and receipts from their Bravely Home account.
2. For Manual Payments (No BravelyPay)
If you’re not using BravelyPay — or a client pays outside the platform (e.g. via bank transfer, cash, or other options) — you’ll need to manually reconcile the invoice.
Step 1: Mark as (manually) Paid
Open the invoice from the Payments page and click Mark as (manually) Paid.
To complete the process, you should:
Enter the amount received — the invoice status will automatically update to Paid if the amount received matches the invoice amount, and Partial or Overdue if only partially paid
Add optional payment details in the other fields to keep your records clear and complete.
Click Save
Step 2: Send a Receipt
Once marked as paid, you can click Send receipt via email to email your client a confirmation. Clicking this sends an automated receipt immediately.
Sending receipts provides clear, professional proof of payment and avoids unnecessary follow-ups.