Even if you’re not using your account to charge and accept payments, you can still keep track of them from your account so all your transactions are recorded in one place.

In this article, you’ll learn how to keep an updated and accurate manual record of payments you received by cash, check, bank transfer, and more.

Recording a payment

To record a new payment from scratch, just click New > Record Payment from any of the tabs under your Payments page.

If the payment request already exists, just click on the Record Payment button directly from any pending payment.

The Record Payment dialog opens up and allows you to enter the amount you’ve received, and how you received it, i.e., the payment method:

The Send receipt to client ensures your client receives an electronic receipt for their own records. It is checked by default.

Once you click Save, you can view your new payment record under the Payments Received tab.

Canceling a payment

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

Outstanding payments are marked as Pending or Open. You can find them in two locations:

1. Under your client’s Client Card Payments tab.

2. Under your Payments > Invoices & Bookings page.

From either of these locations, simply click on the payment request you’d like to cancel and click  to get the Cancel Payment Request option.



This payment request will now appear as cancelled in your Payments items, and your client will no longer see this payment request in their client portal account.