Recording & Cancelling Payments

If you don't accept payments through your account, you can still record everything in one place for easy organization. Learn how to create a record of cash, checks, bank transfers, and other offline payments, to ensure a complete transaction history.

Recording Payments

To record a new payment:

1. Open the platform.
2. Click Sales.
3. Click Billing & Invoicing.
4. Click New.
5. Click Take payment.
6. Select the relevant client.
7. Next to the service, product, or package, click Add.
8. Click Checkout.
9. Click Record payment.
10. Under "Payment details," click Payment received via.
11. Select payment method.
12. Optional: Add a reference.
13. Click Record.

View Payments Received

To view payments received:

1. Open the platform.
2. Click Sales.
3. Click Payments Received. 

Canceling Payments

If you’ve made a payment request in error or would like to write off an uncollected amount, you can cancel it as long as it has not been paid.

To cancel due or overdue payments:

1. Open the platform.
2. Click  Sales.
3. Click Billing & Invoicing.
4. Check the relevant payment request.
5. Click Cancel Payment Request.
6. Click OK.

The payment request will now appear as "Cancelled", and the client will no longer see it in their Client Portal.

Tip: If you have issued a payment request and received a payment through an external payment method (cash, check, etc.), once recorded your payment request will automatically be cancelled.

Related to

• payments