Recording Manual Payments

Recording Manual Payments

For payments received outside of Stripe—like cash, checks, or bank transfers—you'll need to record them manually to keep your records accurate.

When to Record Manual Payments

• Cash payments received
• Check payments deposited
• Bank/wire transfers
• PayPal or other payment platforms
• Cryptocurrency payments

Recording a Payment

1. Open the invoice that was paid
2. Click Record Payment
3. Enter payment details:
   • Amount - The payment amount received
   • Date - When payment was received
   • Method - Cash, check, bank transfer, etc.
   • Reference - Check number or transaction ID
   • Notes - Any additional information
4. Click Save Payment

Partial Payments

For invoices paid in installments:

• Record each payment separately
• Enter the partial amount received
• Invoice status updates to "Partial"
• Remaining balance is tracked automatically

Payment Methods Available

• Cash
• Check
• Bank Transfer
• Wire Transfer
• PayPal
• Other (with custom note)

Editing Payments

Made a mistake? You can edit payment records:

1. Open the invoice
2. Find the payment in the payment history
3. Click the edit icon
4. Update the payment details
5. Save your changes

Deleting Payments

To remove an incorrectly recorded payment:

1. Open the invoice
2. Find the payment record
3. Click delete and confirm
4. Invoice balance updates accordingly

Note: Deleted payments cannot be recovered. Make sure before deleting.