Logging Payments Made Using Offline Methods | DripJobs Help Center

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Logging Payments Made Using Offline Methods

Logging Payments Made Using Offline Methods

This article will detail how to accept and log payments on Invoices that were made using check, cash, or other offline payment methods.

Written by Tanner Mullen

Updated over a week ago

1. Choose the desired Invoice

Choose the desired Invoice

2. Click on Receive Payment at the bottom

Click on Receive Payment at the bottom

3. Enter the Amount of the payment

Enter the Amount of the payment

4. Select the correct Method of payment

Select the correct Method of payment

5. Enter an optional Reference Number if needed

Enter an option Reference Number if needed

6. Leave an internal note if desired

Leave an internal note if desired

7. Choose if you'd like to log the payment as a Deposit Payment

Choose if you'd like to log the payment as a Deposit Payment

8. Choose if you'd like to Send Email Receipt

Note: This email can be edited before being sent.

Choose if you'd like to Send Email Receipt

9. Click on Save to register the changes

Click on Save to register the changes

10. The payment will now be logged under Payments at the bottom of the Invoice