Record a manual payment

Manual payment recording keeps balances accurate when payment happened outside the online portal.

What this feature is for

• Manual payment recording keeps balances accurate when payment happened outside the online portal.

When to use it

• A customer paid by cash, check, bank transfer, or another external method.
• You need the invoice balance to reflect that payment.

Do it manually

1. Open the invoice detail.
2. Confirm amount received and payment date.
3. Choose collect or record payment.
4. Enter the exact amount.
5. Refresh the document and confirm outstanding balance.

Ask Faster AI

Record a manual payment for [invoice/customer]. Ask me to confirm amount and date, then update the balance and summarize the result.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of record a manual payment.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Track invoice status
• Review customer money history