You have the option to record payments for invoices that you have received offline, which can include cash or bank transfers, by utilising the offline payments feature.
The Offline payments feature in LoveAdmin is designed to help track you track payments you have received outside of the system, or 'offline'.
How to record offline payments
Steps: To record an offline payment, the invoice must be entirely outstanding. This means that there must not be any current payments processing against the invoice.
- Navigate to Sales Admin > Invoices
- Find the relevant invoice
- On the far right, if possible, click "Offline"
- If Offline is not an option, it means that the payment is pending or has started and will be taken online
- Choose how the payment was paid, the value and the date
- Select "Submit"
The invoice will be immediately marked as paid and will no longer be outstanding for your contact.
Note: As of May 1st 2024, all payments marked as paid 'offline', will be subject to a 2.5% transaction fee.