How To Add An 'Offline Payment'

• Log into your Merchant Dashboard: Access your account on your payment platform's dashboard.

• Navigate to the "Invoices" Tab: From the dashboard, go to the "Invoices" section.

Find the Invoice or Transaction: Search for the specific invoice or transaction you want to mark as paid offline. You can use filters or search by customer, date, or other criteria.

Choose "Add Payment" Once you're in the details of the invoice or transaction. 

• Enter Payment Details:

  • Amount: Enter the amount paid by the customer.
  • Payment Method: Select the payment method, such as cash, check, wire transfer, or any offline method used.
  • Payment Reference (if applicable): Some platforms may allow you to add a reference number, check number, or any identifier related to the offline payment.

• Save and Confirm: After entering the necessary details, save or confirm the payment. The invoice or transaction will be marked as paid offline, and the status will be updated.