Payments: what to confirm and what documents to keep
Each payment must have an identifiable concept, recipient, and backing. Keep budgets, invoices, and receipts. If the account or instructions change, confirm it through the usual channel before transferring.
Payments: what to confirm and what documents to keep
- Before paying
- After paying
- If an instruction changes
- Related articles
An organized record of payments allows you to know what has been covered and what is still pending. It also helps resolve discrepancies without relying on memories or loose messages.
Before paying
- Identify the service or stage you are paying for.
- Confirm the amount, currency, and date.
- Check who should receive the money and with what details.
- Ask about applicable fees, conversions, and conditions.
After paying
Keep the receipt and request the corresponding confirmation. Relate it to the invoice or concept to connect each payment with the corresponding service.
If an instruction changes
Verify the change with the known contact from the clinic or provider. A message received from a new channel is not sufficient to confirm a bank account.
If there is a discrepancy between the balance and your documents, send the specific references and request a reconciliation. Before repeating a payment, confirm what happened with the previous one.
