Facility: Adding A Manual Payment To An Invoice (A Payment Made Outside of Time To Pet)

If you are not connected to one of the credit card processors in Facility, or you collect payment from a client outside of Facility (via cash, check, or another form of payment), you will need to manually log the payments you receive from outside of Facility to mark invoices as paid. In this article, we'll show you how to do just that!

To add a manual payment, open the Edit Invoice screen and click the "Add Payment" button in the lower left-hand corner:

After clicking "Add Payment," you will see one of two windows. If the client has an open payment on their account, you'll be prompted to apply the open payment first:

If the client doesn't have any open payments, you'll be brought directly to the "Create & Apply New Payment" window. Here, you will add the type and amount of the payment you received, the date you received the payment, and a description of the payment if needed. For example, a description can include a check number or "paid by cash":

When the payment type is set to "Other," you'll be shown a "Name" field that can be used to further identify the payment, such as its source or method:

After the invoice has been paid in full, it will be marked as "Paid." If the client has only paid part of the invoice, it will be marked as "Partially Paid."

Take a look at our Bulk Invoicing help document to learn how to add manual payments to multiple invoices at once.