How to Manage Recording Payments Without Bank Transactions

Summary / Introduction

Learn how to record payments without actual bank transactions - useful for testing or administrative purposes.

Step-by-Step Instructions

To Record a Payment Without Bank Transaction:

1. Step One: Click 'Record Payment' on the invoice

2. Step Two: Select "Record a payment without a bank transaction"

3. Step Three: Enter the desired payment amount

4. Step Four: Input the payment method and date received

5. Step Five: Click the "Record Payment" button to complete

Tips & Best Practices

• Recording payments without bank transactions is particularly useful for test accounts or when you need to manually reconcile payments made outside the system