Recording Offline Payments

How and why to record payments made offline such as cash, checks, account credit, credit cards on other systems, etc.

Karen Gordon avatar
Written by Karen Gordon
Updated this week

Why record an offline payment?

Recording offline payments helps you keep track of payments that were made offline. For instance if someone hands you cash or check, or you processed a payment using another point of sale terminal.

Recording an offline payment

Navigate to your desired project and select the billing tab and click Record Online Payment. You will also see options to Issue Refund or Capture Payment.

Choose the payment method you intend to enter. The process is the same for Check, Credit Card, Cash, and Other.

Enter the necessary fields and document some information Notes to keep track of important details!

The changes will be shown on your Billing page and the balance will be subtracted.

Need a quick review of the different ways to accept and record payments in Goodshuffle Pro? Check out the video below!

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