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Each contract carries a payment plan (created at intake, or added afterward via POST /contracts/:id/payments). Two things get recorded against each payment line as it’s fulfilled:

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Receipts

Recording a receipt (PATCH /payments/:paymentId/receipt) captures the received amount, date, method, payer name, receiving account, bank serial number, proof file reference, and a reconciliation status/note. This is what moves a payment from unpaid toward paid in contract list filters.

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Invoices

Recording invoice evidence (PATCH /payments/:paymentId/invoice, or POST /contracts/:id/invoices for contract-level invoice records) captures the invoice amount, date, number, and attachment reference.

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Where to look things up

  • GET /payments — paginated list, filterable by tab (due / overdue / reconcile / invoice / all), contract, or subject company.
  • GET /payments/stats — summary counts for the current tenant.
Full request and response shapes are in Payments.

Evidence Trail

Receipts and invoices are also files — see how uploaded proof documents surface in the evidence trail and audit log.