Collections & payments
Chasing what is owed and recording what arrived: overdue balances, installment payments, payment history, FX rates and payment gateways.
Collections
Monitor upcoming payment milestones, track overdue balances across customer accounts, filter by collection status and currency, and record installment payments.
Finance · 5 min readFX rates and payment gateways
Check the exchange rates ValueRamp uses to convert to USD and how old each rate is, open currency settings, and configure payment gateways.
Finance · 5 min readPayment history
Audit every recorded customer payment in your workspace, filter by date or account, export to CSV, and compare native currency with USD.
Finance · 5 min read