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Payments & Getting Paid
Article 2 of 8

Recording manual payments

Keep your records accurate by recording payments manually.

3 min read

When to record payments manually

Record a payment manually when:

  • A client pays by bank transfer
  • You receive cash
  • Payment was made outside your portal

    • How to record a payment

    • Go to Clients
    • Click on the client's name
    • Click Record Payment
    • Enter:

      • - Amount received
      - Payment method (bank transfer, cash, etc.)
      - Date received
      - Optional note
    • Click Save

    What happens after recording?

    • The client's balance is updated
    • Their status changes (to Paid if balance is zero)
    • Automatic reminders stop (if they were running)
    • The payment appears in your history

    Partial payments

    If a client pays part of what they owe:

  • Record the amount they actually paid
  • Their balance will show the remaining amount
  • Reminders will continue for the remainder

    • Made a mistake?

    If you recorded a payment incorrectly, contact support and we'll help you fix it.

    Related: Viewing payment history

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