> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record a cash or check payment

> Post an offline cash or cheque payment against a Servinix invoice from the portal or mobile app so the customer's balance reflects what they paid in person.

# 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.

## 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.

## 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.

## 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.

## 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.

## Related

* [View and manage invoices](/field-service-management/quotes-and-invoicing/view-and-manage-invoices)
* [Send a payment link](/field-service-management/quotes-and-invoicing/send-a-payment-link)
* [Collect payment with Tap to Pay](/field-service-management/quotes-and-invoicing/tap-to-pay)
* [Connect and configure Stripe payments](/account-billing/subscription-and-billing/configure-stripe-payments)