Recording a manual payment
Sometimes your members will want to pay their invoices with either cash, cheque or by Bacs direct into the club account. Payzip allows you to record these payments so you can keep track of them as well.
There are a couple of ways to do this in Payzip, both of which are really simple.
In this article
Record a manual payment from Invoices
To get started, click Invoices in the sidebar and select the invoice that contains the member invoice you want to record a payment against.
With the Recipients tab selected, click on the member whose invoice you want to record a payment against.
On the right of the invoice, you can choose the Amount you want record, the Date the payment was made and the Payment type.
To record the payment, click Record payment.
A receipt will be emailed to the member immediately.
If the amount you are recording is for the full outstanding amount, you will see the invoice switch to a Paid invoice. In the Activity & notes section, you will see the date and time of the recorded payment along with confirmation that a receipt has been sent to the member.
On the left side, you will see the payment along with the Amount due now £0.00.
If you are recording a part-payment against the invoice, the invoice will remain unpaid. A receipt will still be emailed to the member immediately showing the part-payment and the remaining balance of the invoice.
The minimum payment amount for card payments is £0.50. When recording a manual payment, if you leave a balance of less than £0.50 on the invoice, the member will not be able to pay this online.
Clicking off the invoice will return you to the invoice page where you will see that the member is no longer listed as Owed on the Recipients tab.
If you clear the Status filter you will see the member and the amount Owed as £0.00.
If you only make a part-payment, the invoice will remain outstanding with the amount owed as the new balance.
If you switch to the Payments tab, you will see the recorded payment.
Record a manual payment from Members
To get started, click Members in the sidebar and select the member whose invoice you want to record a payment against.
With the Invoices tab selected, click on the invoice you want to record a payment against.
On the right of the invoice, you can choose the Amount you want record, the Date the payment was made and the Payment type.
To record the payment, click Record payment.
A receipt will be emailed to the member immediately.
If the amount you are recording is for the full outstanding amount, you will see the invoice switch to a Paid invoice. In the Activity & notes section, you will see the date and time of the recorded payment along with confirmation that a receipt has been sent to the member.
On the left side, you will see the payment along with the Amount due now £0.00.
If you are recording a part-payment against the invoice, the invoice will remain unpaid. A receipt will still be emailed to the member immediately showing the part-payment and the remaining balance of the invoice.
The minimum payment amount for card payments is £0.50. When recording a manual payment, if you leave a balance of less than £0.50 on the invoice, the member will not be able to pay this online.
Clicking off the invoice will return you to the member page where you will see that the invoice is no longer listed as Owed on the Invoices tab.
If you clear the Status filter you will see the invoice and the amount Owed as £0.00.
If you only make a part-payment, the invoice will remain outstanding with the amount owed as the new balance.
If you switch to the Payments tab, you will see the recorded payment.
To learn how to remove a manual payment, see Removing a manual payment.