FAQ - How do we record payments received offline?


If you have allowed offline payments (cash/check payments) for orders placed in the system, you will need to manually record those payments on the order.

  • Go to Store & Forms / Orders.
  • Sort to find Orders with a Balance Due.
  • Select the Order Number that needs the payment applied.
  • On the Order screen, click the blue "Payment" button next to the Total Payments.
  • Enter the information about the payment and click "Apply Payment."

For more detailed information on how to do this, see our Help Desk Solution:  Recording Offline Payments (Cash or Check).