Recording manual payments

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

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How to record a payment

1. Go to Clients
2. Click on the client's name
3. Click Record Payment
4. Enter:
   • Amount received
   • Payment method (bank transfer, cash, etc.)
   • Date received
   • Optional note
5. Click Save

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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

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Partial payments

If a client pays part of what they owe:

1. Record the amount they actually paid
2. Their balance will show the remaining amount
3. Reminders will continue for the remainder

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Made a mistake?

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

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Related: Viewing payment history