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Receivables: Recording Offline Payments

Use to keep track of all payments received, even ones paid offline.


  1. On the Receivables Overview page, under the Payments Received section, click Enter Payment
  2. Select the customer to record a payment for
  3. Enter information such as:
    • Amount - The amount of the payment
    • Payment Date - Date the payment was received
    • Payment Type - Cash, Check, Credit Card, ePayment, PayPal, Other
    • Reference Number - A number used for referencing the payment
    • Deposit To - GL account for the payment to post to, if applicable
    • Memo - Enter any notes, if necessary
    • Select which invoice(s) this payment should be applied to, and how much applied to each (if more than one)
    • Allow Export - check this box if you want the payment to sync to the accounting software.
      • If the payment is already in the accounting software, this should be unchecked
      • This option will not appear if you have opted to never sync offline payments in your sync preferences
  4. Click Submit