Can I handle offline payments using Invoicera?

 

You may also receive offline payments from your Clients by manually adding the “mode of payment” under “Offline Payment”.

To set an Offline Payment option, please follow the below steps:

Step 1: Login to your Invoicera Account

Step 2: Go to “Settings”>>”Payment Gateways”

Step 3: Click on “Offline Payment Mode”

Step 4: Add a desired mode for eg cash/cheque etc and click “Save”

For adjusting the “Offline Payments” in the invoices, please follow the below steps:

Step 1: Go to “Billing”>>”Invoice”

Step 2: Tick on the invoice for which you have received offline payment and choose the “Action” as “Offline Payment”

Step 3: Choose the “Mode of Payment” from the list of offline payment modes created (refer the steps above)

Step 4: Click “Payment” and the amount paid offline by whatever mode will be adjusted against the invoice.
See, it was that simple to get paid! :)

Posted by Invoicera Support on 14 December 2015

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