Record a cash or check payment
Log a check, cash or other payment you got outside MakeHay, so the invoice balance is right and your customer gets a receipt.
- Where
- Invoices
- Who can do this
- People with the Record payments, void & revert permission
Online payments record themselves. For money you collect in person, record it on the invoice.
- Step 1: Open the invoice from Invoices.
- Step 2: Click Record payment.
- Step 3: Check the Amount ($). It starts at the full balance, so change it for a part payment.
- Step 4: Pick the Method: Check, Cash or Other.
- Step 5: Set the Date received, and add the Check # or a Reference if you like.
- Step 6: Click the button that shows the amount, like Record $250.00.
The payment shows under Payments received. If the invoice has a billing email, your customer gets a receipt by email automatically. A part payment moves the invoice to Partially paid. Once the rest is paid, it moves to Paid.
Good to know: Record payment only shows on invoices that are Sent or Partially paid, including overdue ones. Send a draft first, or share its link.
Good to know: The amount can't be more than the remaining balance.
Good to know: While a bank payment is processing on the invoice, Record payment is turned off until it settles, so the invoice isn't paid twice.
Tip: Checks and cash you record carry no fees.