Please note that this process applies only to payments made outside of DripJobs—such as cash, checks, or other methods not connected through Stripe. For payments processed via Stripe, these steps are handled automatically by the system.
1. Find and Click on the "Invoices" Tab
Go to the left side of your screen, and it will be under the ‘Management’ section.
2. The Invoice List View Will Be Displayed. Search and Select the Respective Invoice
From here, using the available filters, search for the invoice that you would like to log a payment for.
Once located, under the 'Invoice ID' column, click on the invoice number.
3. The Invoice Screen Is Shown
4. Click on the "Receive Payment" Button
5. A Menu to Log a Payment Will Be Displayed
Fill out the respective payment details.
Select the date when the payment was received.
Input the amount received for the payment you want to log.
Select the alternative payment method through which the payment was processed.
As well, if you want to, a reference number and notes can be added to the log of this payment.
6. Select If a Receipt Is Going to Be Sent or Not for This Payment
7. Toggle the "Deposit Payment" Button On or Off
Toggle it on if the payment that you are logging is for a deposit. If that's not the case, leave it toggled off.
8. Click On "Save" to Submit and Log This Payment
9. Your Payment Is Now Logged and Will Be Under the "Payments" Section at the Bottom Part of the Invoice Screen Menu
