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Record a Manual Payment

How to record manual payments like cash, check, or electronic transfers on invoices

Record cash, check, or electronic transfer payments directly on an invoice.

1. Select +Add/Request Payment on the invoice and choose Record Payment.

Screenshot showing the Add/Request Payment pop-up with the Record Payment option

2. Enter the payment method, amount paid, and payment date. You can also add a customer note, such as a check number, and mark the payment as a deposit if needed.

3. When you are done, save the payment.

Screenshot showing the Record Payment form with fields for payment method, amount, date, and notes

  1. The payment appears in the Payments Table with a Successful status

  • Manual payments do not move into Processing or Failed.

Screenshot showing the recorded payment in the Payments Table with a Paid status

You can add your list of payment methods in settings. Learn more.

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