If you have a payment gateway linked to your location, customers can pay their invoices online. However, there are instances when people need to make cash payments or pay by cheque, which cannot be done through the member web portal or mobile apps. In such cases, you still need to record the payment.
When the invoice is marked as paid, your customers do not receive any notification about the payment being processed.
Mark the invoice as paid externally
As soon as you receive the payment from your customer, do the following steps to reflect the payment on the invoice:
Go to Spacebring > Customers and open the company's or user's profile.
Go to the Billing > Invoices pages.
Select the desired invoice.
Press the menu (...) top right >
Mark as Paid Externallyand confirm.
Optionally, add a memo to indicate the source of payment or any other relevant details for your payment records.
If the invoice was paid externally only partially, you can add an applied balance to the invoice.
How external invoice payments reflect in Analytics
The invoices marked as paid externally are included in the "Payments" dashboard on the Analytics page. The transaction date coincides with the date when the invoice was paid.
The "Transactions" report includes invoices with a "Paid" status and "External" payment type, indicating payments made externally. This allows you to differentiate between externally paid invoices and those paid online. Create custom reports
