[Cotlet](https://cotlet.dev/index.md) · [Integrations](https://cotlet.dev/integrations.md) · [How it works](https://cotlet.dev/how-it-works.md) · [Use cases](https://cotlet.dev/use-cases.md) · [Security](https://cotlet.dev/security.md) · [For developers](https://cotlet.dev/for-developers.md) · [For automation agencies](https://cotlet.dev/for-agencies.md) · [Blog](https://cotlet.dev/blog.md) · [API docs](https://cotlet.dev/docs.md) · [Help center](https://cotlet.dev/help.md) · [Changelog](https://cotlet.dev/changelog.md) · [Contact](https://cotlet.dev/contact.md) · [Pricing](https://cotlet.dev/pricing.md) · [Sign up](https://cotlet.dev/signup) # Record customer payments in Method CRM > Match bank deposits to Method CRM invoices by customer and amount, record each payment against the right invoice and list lines that do not match. Source: https://cotlet.dev/integrations/method-crm-api-mcp-server/record-customer-payments Checks and transfers land in the bank, and someone has to find the customer and the invoice in Method and enter each payment before the books match. Cotlet does it in your own Method CRM account with list\_customers, list\_invoices and receive\_payment, called by your AI agent, an n8n workflow or a script. [Sign up free](https://cotlet.dev/app/signup?app=method-crm) [All Method CRM tools](https://cotlet.dev/integrations/method-crm-api-mcp-server.md) Hosted · nothing to install or maintain ## Can Method CRM do this on its own? Method's Payments App records one payment at a time (checked 23 Oct 2026). Its API can create transactions, and Method says it cannot process payments. Nothing in Method matches a bank line to an invoice. ## How you do it in Method CRM today 1. In the Payments App, click New, or New Payment in the Payment List. Pick the customer first. 2. Enter the Amount, which defaults to the customer's full outstanding balance, then the Payment Method, the Date and the Deposit to Account. 3. Leave Auto Apply Payments ticked, or untick it and use Select Invoices to Pay to choose the invoices by hand. 4. Leave Process with Payment Gateway when saving unticked for a check or transfer, which Method then treats as already received. Add the reference number. 5. Save. Method updates the invoices in Method and, unless Wait for sync approval is ticked, in QuickBooks. ## How to record customer payments in Method CRM Prompt ``` Here are this week's bank deposits. Match each to an open Method invoice by customer and amount, record the payment with the right invoice, and list the lines you could not match. ``` 1. 01 ### Find the customer list\_customers runs once per bank line with the payer name. A name that matches two customers is listed for you, because a payment on the wrong customer syncs to the wrong books. 2. 02 ### Find the invoices list\_invoices returns the customer's invoices with balance due. The agent looks for one whose total equals the deposit, the same rule Method's auto-apply uses first. 3. 03 ### Choose how to apply An exact match is applied to that invoice. A deposit smaller than the invoice is recorded as a partial payment on it. A deposit larger than the oldest invoice goes to the oldest, then the next one. 4. 04 ### Record without charging receive\_payment saves the payment with the method, date, deposit account and the reference number from the bank line. It never charges a card, and it holds the QuickBooks sync by default. Each call waits for your OK. 5. 05 ### List what is left Lines with no customer, a negative balance or no open invoice are not recorded. The agent lists them with the reason. ### What you get back Example data ``` Bank lines: 5 Recorded 3: - Ortega Kitchens, check 1187, 4,800 to invoice 1043 - Chen Dental, transfer, 1,250 to invoice 1038 - Patel Studio, transfer, 300 partial on invoice 1047 Left for you 2: - "J LOPEZ", 500, two customers match - "ACME PAYROLL", 2,000, no open invoice ``` ### Other ways to ask - Do this every Friday for the deposits in the CSV I attach, and hold every sync. - Only list which deposits match an invoice exactly and record nothing. - Record the deposits as of their bank dates, not today. ## What Method CRM allows, and what to know first - Method does not let a customer with a negative balance have a payment linked to them. - Method's Auto Apply Payments pays an invoice whose total equals the payment first, otherwise the oldest outstanding invoice, and rolls any leftover to the next oldest. - A future payment date is allowed, and Method advises ticking Wait for sync approval so QuickBooks invoices are not updated early. - Attachments on a payment do not sync to QuickBooks. receive\_payment asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard. Sources: [Method Help: Receive a Payment for QuickBooks Online Accounts](https://help.method.me/en/articles/2477486-receive-a-payment-for-quickbooks-online-accounts) · [Method Help: Log a Partial Payment](https://help.method.me/en/articles/6346466-log-a-partial-payment) · [Method: Method CRM API](https://www.method.me/features/api/) ## Call receive\_payment from a script curl ``` curl -X POST https://cotlet.dev/api/v1/method-crm/customers/C-2041/payment/receive \ -H "Authorization: Bearer $COTLET_API_KEY" \ -H "Content-Type: application/json" \ -d '{"amount":4800,"payment_method":"Check","date":"2026-10-21","deposit_to_account":"Checking","invoice_ids":["1043"],"reference_number":"1187","wait_for_sync_approval":true}' ``` Example response ``` { "payment_id": "P-3320", "customer": "Ortega Kitchens", "amount": 4800, "applied": [ { "invoice_id": "1043", "amount": 4800, "balance_due": 0 } ], "sync": "held" } ``` MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is method\_crm\_write → receive\_payment. Example data. [Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/method-crm-api-mcp-server.md#automations) ## Method CRM tools this automation uses __Cotlet Method CRM tools used to record customer payments in Method CRM__ | Tool | Parameters | | ---------------- | ----------------------------------------------------------------------------------------------------------------------------- | | list\_customers | query, contact\_type, cursor | | list\_invoices | status, contact\_id, assigned\_to, cursor | | receive\_payment | customer\_id, amount, payment\_method, date, deposit\_to\_account, invoice\_ids, reference\_number, wait\_for\_sync\_approval | [All 15 Method CRM tools with descriptions](https://cotlet.dev/integrations/method-crm-api-mcp-server.md#tools) ## Frequently asked questions ### Is it safe to connect Method CRM to Cotlet? Yes. You sign in to Method CRM yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Method CRM once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security. ## More Method CRM automations - [Follow up on overdue Method CRM invoices](https://cotlet.dev/integrations/method-crm-api-mcp-server/overdue-invoice-follow-up.md) - [Convert accepted Method CRM estimates to invoices](https://cotlet.dev/integrations/method-crm-api-mcp-server/convert-accepted-estimates-to-invoices.md) - [Method CRM API and MCP server: every tool](https://cotlet.dev/integrations/method-crm-api-mcp-server.md) - [All use cases](https://cotlet.dev/use-cases.md) ## Give your agent access to Method CRM. Free 7-day trial with 2,000 credits, no card needed. Cotlet is independent and not affiliated with Method CRM. 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