Recording a Manual Payment

Record cash, check, bank transfer, and other payments received outside online checkout.

Written By David Dayan

Recording a Manual Payment

Record a manual payment when a client pays outside the online checkout, such as by cash, check, bank transfer, or another agreed method.

Add a payment

  1. Open Invoices and select the invoice.
  2. Select Add Payment.
  3. Enter the amount received.
  4. Choose the payment method.
  5. Confirm the payment date.
  6. Add a note when you need to keep a check number, reference number, or other detail with the payment.
  7. Select Add Payment.
The Add Payment window for recording an offline client payment

Choose Other when the method is not listed, then enter a clear label for it.

The invoice becomes Partial when a balance remains and Paid when the full amount has been recorded.

Correct a manual payment

Open the payment from the invoice to edit or delete a payment that your team recorded manually. Payments confirmed by an online payment processor cannot be changed this way.

You need Invoices: Manage permission to add, edit, or delete a manual payment.