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Recording Offline Payments

OVERVIEW

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

SOLUTION

  • On the Receivables Overview page, click "Enter Payment" under "Payments Received".
  • From the drop-down menu, select the customer you're recording a payment for.
  • 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 later on.
    • Deposit To
    • 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).
  • Click Submit.
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