Invoicing & Payments · updated 2026-08-08
When a customer pays you outside the platform (cash, check, Zelle, wire, or a card charged on your own terminal), record it with "Mark as Paid" so the invoice settles and no further reminders or card charges are attempted.
Find the order in "Order History" or an operations drawer and click "Mark as Paid". In Order History the panel asks: "Received payment outside the platform?".
Choose from "Cash", "Check", "Zelle", "Wire Transfer", "ACH Transfer", "Credit Card (offline)", "Debit Card (offline)", or "Other".
Optionally fill "Reference / Confirmation Number" (for example a check number), upload a photo under "Payment Proof (optional)" (PNG or JPG up to 10MB), and add "Notes".
Click "Confirm Payment". A "Payment recorded" confirmation appears.
Order History shows it as "Standalone invoice" with the hint "This invoice is not linked to an order or job. Record its payment here." Use its "Mark as Paid" button; only the invoice is settled.
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