Recording Offline Payments (Cash or Check)

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.


Once you have received payment for the order:

  • Go to Store & Forms / Orders and select the Order Number.  To easily find the order, use the date range and drop down menu to only show "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."  Be sure to make descriptive notes in the comments section for future reference.