Invoices & payments · 2 min read
Log a payment received outside BidKit
Record a check, cash, or other supported manual payment against an invoice.
Before you start
Confirm the money was received and identify the invoice or installment it belongs to.
Step by step
Open the correct invoice
Check the client, invoice number, and outstanding balance before logging anything.
Open the payment action
Use the invoice’s manual payment logging control and choose the relevant payment row when offered.
Enter the payment details
Enter the amount, payment date, and method. Complete any reference or memo fields so you can identify the transaction later.
Save and verify
Save the payment, then check the payment history and remaining balance. A partial payment should leave the unpaid amount outstanding.
What happens next
The record reduces the invoice’s outstanding balance by the accepted payment amount. Logging a manual payment records money you already received; it does not move money.
Good to know
Do not log an online payment again manually. Check payment history first if a payment appears to be missing or delayed.
Sign in to use this feature. Available actions depend on your workspace access.