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Record a cash or check payment

When a customer pays with cash or a check on site, log the payment manually against the invoice so your records stay accurate and the invoice is marked paid.

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Before you start

  • The invoice must exist with an outstanding balance.
  • You need access to the Payments page in the portal.
  • No Stripe connection is required for recording offline payments.

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Steps

  1. Go to Payments in the left navigation.
  2. Find the invoice in the table. Open it by selecting the invoice row.
  3. From the invoice detail, select the option to record a payment (labeled Record payment or similar).
  4. Choose the payment method:
    • Cash
    • Check
  5. Enter the payment amount. This can be the full balance or a partial amount.
  6. Enter the payment date.
  7. For check payments, enter the check number if you want to keep a reference.
  8. Add any internal notes if needed.
  9. Save the payment.

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Result / verify

The invoice balance reduces by the amount entered. If the full balance is cleared, the invoice status updates to Paid and the amount appears in the Paid this month total on the Invoices page.

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Troubleshooting

  • Partial payment recorded but invoice still shows as outstanding — this is expected. Record additional payments as they are received until the balance reaches zero.
  • Payment was entered incorrectly — reopen the invoice and look for an option to edit or void the payment record. Contact support if the entry cannot be corrected.