How to Record an Offline Payment for a Customer

Follow these steps to successfully record an offline payment for a customer:

1. Access Customers: Click on Customers in the navigation bar.
2. Find the Customer: Navigate to the customer who made an offline payment. You can use the search bar to locate them quickly.
3. Record Payment: Click on Record an offline payment under Billing Actions.
4. Enter Payment Details:
   • Enter the amount made as an offline payment.
   • Click on the drop-down to choose the mode of payment.
   • Enter a reference ID if needed.
5. Review and Submit: Review the completed form with the Enter Details. In the form, click the Record button to submit the payment details.

You've successfully recorded an offline payment for a customer. Happy billing!