How do I record a manual or ad-hoc payment?

Most invoices need their payment recorded manually once you have received it. The exceptions are debit order invoices and invoices sent via an ad-hoc gateway (Paystack, Netcash PayNow, or Stripe) - those reconcile automatically (see below).

Record a single payment
Accounts >> Invoices >> find the invoice >> Actions >> Record Payment >> select the payment method (Cash, EFT, etc.) >> enter the amount and date >> Submit. The invoice status updates to Paid. You can also open the invoice first via Actions >> View and record the payment from there.

Record a partial payment
You can record a partial payment against an invoice. The invoice only changes to Paid once the recorded payments add up to the full amount.

Record payments in bulk
Accounts >> Invoices >> tick the invoices you want >> Bulk Actions >> Record Payment >> enter the payment details >> Submit.

Debit order and ad-hoc gateway payments
Payments made by debit order or through an ad-hoc gateway reflect automatically once the member pays or the gateway releases the payment - you do not record these manually. If a debit order comes back unsuccessful, the invoice status changes to unpaid and you will need to arrange an alternative payment with the member: cash, EFT, or a payment request via an ad-hoc gateway (Paystack, Netcash PayNow, or Stripe) if you are integrated with one.

For more on managing debit orders, see How do I manage my Netcash debit batches in Octiv?, How do I manage my Three Peaks debit batches in Octiv?, and Debit Order Subscriptions (GoCardless). For requesting an ad-hoc payment, see How do I set up and manage Paystack?, How do I set up and manage Netcash PayNow?, and How do I use Stripe?