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Record cash/check/other payments

Although you have payments enabled to accept credit cards and eChecks, not all customers make electronic payments. Here is how you can create and update invoices to record cash and paper check payments.

Essential Steps by Option

Create a project invoice 

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Projects.
  3. Locate the correct project in the list.
  4. Click the magnifying glass to view details.
  5. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
  6. Click Create Invoice.
  7. Check the box next to each item you are including in the invoice.
  8. Adjust quantities as needed.
  9. Go to Payment Collection.
  10. Select Record Cash/Check/Other Payment in the dropdown.
  11. When the Payment Method dropdown appears, select which was used for this invoice.
  12. Review the customer's email address for accuracy and add any additional email addresses.
  13. Click Record Payment & Create Invoice. 

Create an instant invoice

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Invoices.
  3. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
  4. Click Instant Invoice.
  5. Select an existing customer from the list or create a new customer.
  6. Click Add Items to begin adding detail to your invoice.
  7. Use Select From Library to add items that already exist in your Item Library and click the Add to Project button. Once added, you can click Edit to customize the item for this project. Otherwise, click Create New Item to add something new.
  8. Review the list of items, quantities, and dollar amounts making sure to add start dates and adjust quantities as necessary. 
  9. Go to Payment Collection.
  10. Select Record Cash/Check/Other Payment in the dropdown.
  11. When the Payment Method dropdown appears, select which was used for this invoice.
  12. Review the customer's email address for accuracy and add any additional email addresses.
  13. Click Record Payment & Create Invoice. 

Mark an existing unpaid invoice as paid

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Invoices.
  3. Locate the correct invoice in the list.
  4. Click the magnifying glass to view the invoice.
  5. Go to Payment Collection.
  6.  Select Record Cash/Check/Other Payment in.
  7. Click Record Payment.