Manually recorded payments help you close transactions correctly when a payment has been received outside an automated online payment flow.
Record a Payment
- Open the transaction list.
- Search for the relevant transaction, for example by transaction number, invoice number, amount, customer name, or customer number.
- Open the transaction.
- Switch to the “Payments” tab.
- Enter the amount, payment date, and payment method.
- Add a reference number or transaction number if needed.
- Save the payment.
- Then check whether the payment status of the transaction has been updated correctly.
Typical Details
| Field | Description |
|---|---|
| Payment amount | Amount to be posted manually |
| Payment date | Date the payment was actually received |
| Payment method | For example bank transfer, cash payment, or credit card |
| Reference number | Optional reference, such as a transaction number or bank statement note |