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.

Record a Payment

To record a 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. 

Cancel a Payment

If you’ve sent a payment request by mistake or want to write off an unpaid amount, you can cancel it as long as it hasn’t been paid. The payment request will now show as "Cancelled" and the client will no longer see it in their Client Portal.

To cancel a payment:

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

Tip: If you’ve issued a payment request and received payment through an external method, like cash or check, the request will be automatically cancelled once the payment is recorded.

Related to

• payments