How to Manually Add a Payment to an Invoice

Introduction

When members pay in cash or with a cheque, or if you need to account your payments but haven’t set up accounting or payment provider integrations,  you will need to manually enter a payment for an invoice. 

Charging Manually

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

A window will open with a couple of option you can select from:

  • Select the payment method - CashBank TransferPOSCheque.
  • Enter the amount of the payment.
  • (Optional) Under Reference enter the cheque reference number or another reference to the payment document.
  • Enter the date of the payment operation.
  • 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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