How to Add a Manual Payment to an Invoice

Introduction

There may be cases in which OfficeRnD admins have to manually enter a payment for an invoice. For example:

  • When members pay in cash or with a cheque.
  • You need to account your payments but haven’t set up accounting or payment provider integrations.

To add a manual payment to an invoice, open the invoice and click on the Add manual payment button.

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A window will open with several options:

  1. Select the payment method - CashBank TransferPOSCheque.
  2. Enter the payment amount.
  3. (Optional) Under Reference, enter the cheque reference number or another reference to the payment document.
  4. Enter the date of the payment operation.
  5. Click Add.

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If the payment is for the full amount of the invoice, the invoice will automatically be marked as paid.
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