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How do I create a manual payment in my ZipBooks account?

When your customers pay an invoice by cash or check, you’ll need to record that payment manually in your account.

Here’s how:

  1. Log in to ZipBooks and click on Invoices at the top of the screen.
  2. Find the invoice you need to apply payment to and click on it, or create a new one for this payment, if needed.
  3. Click the green Add Payment button above the invoice.
  4. Choose the account the payment will go to in the Paid to Account field. 
  5. Enter the Amount, Date, Payment Method, and any Reference number (like the customer’s check number). Add any Notes you need. 
  6. Check the box to send a receipt to your customer. 
  7. Click the blue Save button.

And you’re done! Now your payment will reflect on your invoice, and in your reports.

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