When viewing Flows, click on the Invoice for which you want to record an offline payment.
Select "Add offline payment."
In the pop-up, enter the Check number if the client is paying by check. You can also select Cash or Other, if the client is paying via another offline method.
To view the record of the offline payment, select the "Payments" side tab, then click "Paid" to view paid invoices.
Click on the invoice of which you want to view the details. A window will open giving the details of the invoice and payment.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.
How to Record an Offline Payment as "Paid"
The process to record an offline payment as paid in a flow or invoice.
Written by Perry Smith
Updated this week