If you've received a physical payment or bank transfer directly to your account for an invoice you sent out, you can manually record their payments.
To record a manual payment
Click Billing off of the main menu
Click Invoices
Click "Awaiting Payment"
Find the Client who paid you, and click "Record Manual Payment" for the relevant Invoice
This opens a modal to fill in:
Please keep in mind the following notes:
You can record an Invoice payment for anything above 0, up to the due amount
If you record a payment for less than the due amount
The invoice stays in Awaiting Payment
The due amount reduces
If you pay the due amount
The invoice moves from Awaiting Payment to Paid
If you receive a payment that covers more than one invoice, you'll have to record separate payments for each invoice covered.
You can't future date payments
You can post-date payments, if you banked that check yesterday, record it with yesterday's date
You can only record payments in open accounting periods
Delete manual payments
If a mistake is made when recording a payment from a client, or their check is returned with insufficient funds, these manual payments can now be deleted from the payments report under Finance > Payments. Only colleagues who are admin users with Billing access will be able to make this manual change.
