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Record a cash, check or bank payment

Mark an invoice paid when the customer pays by cash, check, e-Transfer, bank transfer, Zelle or your own card machine.

Watch it (0 min 36 s), or read the steps below.

Record a payment

  1. Open the invoice. (Or the customer, then Record a payment from their actions.)
  2. Click Record a payment.
  3. Check the amount. You can record part of it if they paid part.
  4. Under How they paid, choose cash, check, bank transfer, e-Transfer, Zelle, Venmo, your own card machine, or other.
  5. Check the date and add a reference if you like, such as the check number.
  6. Leave Email a receipt ticked to send the customer a receipt.
  7. Click Record.

The invoice shows what's paid and what's still owing. Each payment has its own receipt you can download.

Connected to QuickBooks Online or Xero? Payments you record go there too.

Still stuck? Open Help & support in the app and write to us, or email support@mightycrews.com.