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Billing & Payments

How to Record Manual Payments

manual payments cash check zelle

How to Record Manual Payments

Overview

If a customer pays outside of DOP (for example: Zelle, direct bank deposit, cash, check), administrators can manually record the payment inside the invoice.

Only users with Admin permissions can record manual payments.

Step-by-step

Step 1 — Open the Invoice

Go to:

  1. Billing → Invoices
  2. Select the invoice

Step 2 — Click “Record Payment”

Choose the payment type:

  • Cash
  • Check (+ images)
  • Zelle / Bank Deposit / External Transfer
  • Other

Step 3 — Enter Payment Details

Depending on the method:

Cash:

  • Amount
  • Notes

Check:

  • Check number
  • Check amount
  • Comments
  • Upload front & back images (max 2 files)

Zelle / Bank Deposit / External Transfer:

  • Amount
  • Payment type
  • Transaction ID (optional)
  • Notes

Other:

  • Custom description

Step 4 — Save

The invoice will update to:

  • Paid, if full amount was recorded
  • Partially Paid, if the payment did not cover the total

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