Offline Payments

This screen lists payments recorded manually (cash, check, or other offline methods) that haven't cleared yet. Use it to confirm a payment once it's actually in hand, or to apply it toward an open invoice.

What you can do here

• See pending payments at a glance. The table shows Customer, Method, Amount, Date, Invoice, Ref No., Received By, and Status for every payment with a pending status.
• Filter the list. Filter by Payment Date or by Customer to narrow down to a specific record.
• Allocate a payment to an invoice. Choose the "Allocate" action on a payment to open its allocation panel. It shows the payment amount, how much is already allocated, and the remaining credit. Pick an open invoice and an amount (defaulted to the smaller of the remaining credit or the invoice balance), then confirm to apply it. If there's no open invoice for that customer, the leftover amount stays on file as customer credit.
• Mark a payment cleared. Choose "Mark cleared" on a payment once you've confirmed the funds landed. This approves the payment and removes it from this pending list.

Steps

1. Open Offline Payments from the Business Manager billing section.
2. Optionally filter by customer or payment date to find the payment you're looking for.
3. To apply the payment to an invoice, choose Allocate, pick the invoice from the list, adjust the amount if needed, and confirm.
4. Once the payment has actually cleared (cash counted, check deposited, and so on), choose Mark cleared to approve it.
5. The list refreshes automatically and the payment drops off this pending view once cleared.

Related

• /billing/payments
• /billing/advances
• /billing/invoices