Recording and 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.
Recording Payments
To record a new payment:
Note: The "Paid On" field can be backdated as needed.
- Open the platform.
- Click Payments.
- Click Billing & Invoicing.
- Click New.
- Click Record Payment.
- Select the relevant client.
- Enter the details. (You can also enter partial payments in the "Amount" field.)
- Click Save.
The payment can be viewed by clicking Payments > Payments Received.
Learn more: See related articles to learn more about how to track payments.
Canceling Payments
If you’ve made a payment request in error or would like to write off an uncollected amount, you can cancel it as long as it has not been paid.
To cancel due or overdue payments:
- Open the platform.
- Click Payments.
- Click Billing & Invoicing.
- Check the relevant payment request.
- Click Cancel Payment Request.
- Click OK.
The payment request will now appear as "Cancelled", and the client will no longer see it in their Client Portal.
Tip: If you have issued a payment request and received a payment through an external payment method (cash, check, etc.), once recorded your payment request will automatically be cancelled.