How to record a manual payment

Manual payments track money received outside GoCardless or other integrations. See how to track payments and allocations and how to mark an invoice as paid.

Record the payment

1. Open Payments from the sidebar.
2. Enter amount, currency, method, status, and paid date.
3. Add an optional reference such as a bank transfer concept.
4. Select Create to add the payment to the ledger.

Allocate to invoices

1. Select the payment in the ledger.
2. Add allocations to issued invoices in the right panel.
3. Save allocations so invoice balances stay accurate.