Recording an Offline Payment

Recording Offline Payments

In some circumstances, you may take payment directly for a contact and you need to record it as offline - to find out how to do this, follow the steps below: 

Step 1: On this page you will see two icons you can choose from; ‘View outstanding payments by request’ - which will show you payment requests as groups or ‘View outstanding payments for all contacts’ - which will show you all outstanding requests of individual contacts. Select your preferred view (if you have chosen to view by payment request, also select your group).

Step 2: Tick the ‘paid’ box alongside the contacts name who has paid offline, enter the amount paid and the date paid, then click the drop down under ‘Payment method’ and select how the contact paid.

Step 3: When you are happy with your amendments, click the ‘Save’ icon at the top of the page.

Once you follow these instructions you will have successfully recorded offline payments.

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