Manual Payments | cloubooksapp

Manual Payments

If you are receiving payments the old fashioned way (checks, cash, bank transfer, etc.), no worries, entering a payment in CloudBooks is easy and painless!

You can manually mark an invoice as “paid” if you:

  1. Navigate to the “Invoices” tab
  2. Check the invoice that you want to mark as paid (you can mark multiple invoices at once!)
  3. Click the “Enter Payment” button at the top of the list of invoices
  4. Enter the payment amount (or click the “Pay in full” checkbox)
  5. Choose the method, date, and include any notes you want
  6. Click “Save” and your invoice will be marked as paid! You’re in the money now