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 due 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, Account Credit, and Other.

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

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

Did this answer your question?