Marking Paid (Cash/Check)

When customers pay by cash, check, e-transfer, or any method outside of Stripe, you'll need to manually record the payment in Daybook.

Recording a Manual Payment

1. Open the invoice
2. Click Record Payment
3. Enter:
   • Amount: The payment amount
   • Date: When payment was received
   • Method: Cash, check, e-transfer, etc.
   • Reference (optional): Check number, e-transfer reference
4. Click Record Payment

The invoice status updates to Paid (or Partially Paid if less than full amount).

Payment Methods

Select the appropriate method for your records:

• Cash
• Check
• E-Transfer (Interac)
• Bank Transfer
• Other

No Platform Fee

When you record manual payments, no platform fee is charged. The 1% fee only applies to payments processed through Stripe.

Partial Payments

To record a partial payment:

1. Enter the partial amount received
2. The invoice shows Partially Paid
3. Record additional payments as they come in
4. Invoice becomes Paid when fully paid

Common Scenarios

Customer pays by e-transfer

1. Receive the e-transfer notification
2. Open the invoice in Daybook
3. Click Record Payment
4. Select E-Transfer, enter amount
5. Add reference number if desired

Customer pays in cash on-site

1. Collect the cash
2. Open Daybook on your phone
3. Find the invoice
4. Record payment as Cash

Customer mails a check

1. Receive and deposit the check
2. Record payment in Daybook
3. Select Check and add check number as reference

Receipts

After recording payment, you can:

• Send Receipt: Emails payment confirmation to customer
• Download PDF: Save or print for your records

Correcting Mistakes

If you record a payment incorrectly:

1. Open the invoice
2. Find the payment in the payment history
3. Click Delete to remove the incorrect payment
4. Record the correct payment

Next Steps

• Creating invoices
• Platform fees explained