When a customer pays you another way — cash, a check, or a card you charge yourself — record it against their invoice so the balance updates. Open the invoice, then choose how they paid.

From there you can:

• Record a cash or check payment
• Charge a card

Find the invoice

1. Click Payments in the left-hand menu.
2. Click Invoices.
3. Click the invoice you want to record a payment against.

Record a cash or check payment

1. Click Add Payment.

2. Click Cash or Check.
3. Fill in Amount.
4. If you're recording a check, fill in the check number.

5. Click Add payment.

If a cash amount is more than the balance, the change due shows once you add the payment.

Charge a card

1. Click Add Payment.
2. Click Charge.
3. Fill in Amount.
4. Choose one of the customer's cards on file, or select Manual entry and type in the card number, expiration date, CVV and zip code.
5. Click Charge.

If the charge adds a fee, you'll see it before you confirm.

Good to know

• Only admins and managers can take a payment. Accountants can view invoices, but can't record a payment.
• If your venue accepts other ways to pay — like a customer's credit balance, or a payment type you've set up — those show as extra options when you click Add Payment.