Invoicing and Terms
Recording an Offline Payment
1min
Offline payments can be added to a customer's unapplied balance on the Invoicing tab of the Customer Details page. The goal of this feature is to allow your customers to pay down their invoiced amount via check, cash, wire, or any other payment method not directly processed by Velocity.
On this tab, select record payment to add an offline amount to your customer's unapplied balance. The description field should be used to indicate the origin of the offline payment.
No customer's card or bank account will ever be automatically charged as a result of an offline payment being recorded.