Support Center

How do I record a payment manually?

With respect to invoices, you may wish to record a payment manually, such as if the client pays with cash or check.

In order to record a payment, click on “Record Payment”, located above the invoice form adjacent to “Balance” when viewing the invoice.

After clicking “Record Payment”, a window appears for you to enter details.

Amount:  Total of the payment to apply towards invoice
Payment date:  Date the payment was received
Reference:  Notes for your own use
Account:  Accounts that have been set up in bookkeeping are listed here. Select the appropriate account the monies will be deposited in.
Method:  How the client is paying.

  • Check: Personal/Business Check, Money Order
  • Cash
  • Credit Card: Credit or Debit
  • Bank Transfer: Money wire into your account.
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