---
title: How to record an offline bank payment on an invoice?
description: Recording an offline bank payment on an unpaid invoice on Coastr.
---

[Skip to content](https://help.coastr.com/knowledge/how-to-record-an-offline-bank-payment-on-an-invoice#main-content)

English

Show submenu for translations

![Untitled design (29)-1.png\]](https://help.coastr.com/hs-fs/hubfs/Untitled%20design%20(29)-1.png?height=40&name=Untitled%20design%20(29)-1.png)

- [Menu](https://www.coastr.com/)

Open main navigation

Close main navigation

- [Menu](https://www.coastr.com/)
- English
  
  Show submenu for translations

 Welcome to the Coastr Help Centre!

- There are no suggestions because the search field is empty.

1. [Coastr Help Centre](https://help.coastr.com/knowledge?hsLang=en)
2. [How to guides](https://help.coastr.com/knowledge/how-to-guides?hsLang=en)
3. [Billing and Invoices](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#billing-and-invoices)

# How to record an offline bank payment on an invoice?

Step 1: By default, this payment option is disabled. To enable it, go to Settings and then click on Payment and Integrations on the left-hand navigation menu on Car and Van Management Software.

Step 2: Here, click on the toggle for 'Enable Offline Bank Payments'. 

![click-on-payments-and-integration-from-settings](https://help.coastr.com/hs-fs/hubfs/click-on-payments-and-integration-from-settings.png?width=688&height=315&name=click-on-payments-and-integration-from-settings.png)

Step 3: Click on the Save button to proceed. 

![enable-toggle-and-click-save-coastr](https://help.coastr.com/hs-fs/hubfs/enable-toggle-and-click-save-coastr.png?width=688&height=315&name=enable-toggle-and-click-save-coastr.png)

Step 4: Now, open any unpaid invoice. 

![open-an-unpaid-invoice-to-add-payment](https://help.coastr.com/hs-fs/hubfs/open-an-unpaid-invoice-to-add-payment.png?width=688&height=315&name=open-an-unpaid-invoice-to-add-payment.png)

Step 5: Scroll down and click on the 'Add New Payment' button. 

![scroll-down-to-find-add-new-payment-option-coastr](https://help.coastr.com/hs-fs/hubfs/scroll-down-to-find-add-new-payment-option-coastr.png?width=688&height=315&name=scroll-down-to-find-add-new-payment-option-coastr.png)

Step 6: Click on the Payment Mode dropdown to view and select the 'Offline Bank Transfer' option. 

![drop-down-find-options-offline-bank-transfer](https://help.coastr.com/hs-fs/hubfs/drop-down-find-options-offline-bank-transfer.png?width=688&height=315&name=drop-down-find-options-offline-bank-transfer.png)

Step 7: Next, enter a reference number or text for this payment and review the amount. 

![enter-details-of-amount-date-and-click-save-coastr](https://help.coastr.com/hs-fs/hubfs/enter-details-of-amount-date-and-click-save-coastr.png?width=688&height=315&name=enter-details-of-amount-date-and-click-save-coastr.png)

Step 8: Click on the Save button to proceed. 

Step 9: The offline bank payment will now be recorded on the invoice and displayed as such under Mode of Payments. 

![invoice-is-marked-as-paid-and-scroll-down-to-find-payments](https://help.coastr.com/hs-fs/hubfs/invoice-is-marked-as-paid-and-scroll-down-to-find-payments.png?width=688&height=315&name=invoice-is-marked-as-paid-and-scroll-down-to-find-payments.png)

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

If you found this article useful then please vote below, it helps us massively. Thank you! 

 

 

- [How to guides](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#main-content)
  
  
  
  
  
    - [Bookings](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#bookings)
    - [Customers](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#customers)
    - [Fleet](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#fleet)
    - [Telematics & Immobilsation](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#telematics-immobilsation)
    - [Vehicle Scheduler](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#vehicle-scheduler)
    - [Damages, Service and Repairs](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#damages-service-and-repairs)
    - [Billing and Invoices](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#billing-and-invoices)
    - [Reports](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#reports)
    - [Websites](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#websites)
    - [Settings](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#settings)
    - [Coastr for Partners Mobile App](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#coastr-for-partners-mobile-app)
    - [Troubleshooting](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#troubleshooting)
    - [Pricing](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#pricing)
    - [Rental Agreement](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#rental-agreement)
    - [Dashboard](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#dashboard)
    - [Notifications](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#notifications)
    - [Vehicle Subscription](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#vehicle-subscription)
    - [Expenses](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#expenses)
    - [Asset](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#asset)
    - [Task Manager](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#task-manager)
    - [Service](https://help.coastr.com/knowledge/how-to-guides?hsLang=en#service)
- [3rd Party Integrations](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#main-content)
  
  
  
  
  
    - [SAGE Business Cloud](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#sage-business-cloud)
    - [XERO Integration](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#xero-integration)
    - [STRIPE Payment Gateway](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#stripe-payment-gateway)
    - [Elavon/Converge](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#elavon-converge)
    - [Smartcar](https://help.coastr.com/knowledge/3rd-party-integrations?hsLang=en#smartcar)
- [FAQs](https://help.coastr.com/knowledge/faqs?hsLang=en#main-content)
  
  
  
  
  
    - [Billing](https://help.coastr.com/knowledge/faqs?hsLang=en#billing)
    - [Customer Support](https://help.coastr.com/knowledge/faqs?hsLang=en#customer-support)
- [Videos](https://help.coastr.com/knowledge/videos?hsLang=en#main-content)
  
  
  
  
  
    - [Fleet](https://help.coastr.com/knowledge/videos?hsLang=en#fleet)
    - [Support](https://help.coastr.com/knowledge/videos?hsLang=en#support)
- [Monthly Product updates](https://help.coastr.com/knowledge/monthly-product-updates?hsLang=en)

- [Menu](https://www.coastr.com/)

[![Chill listening crop-3](https://help.coastr.com/hs-fs/hubfs/Untitled%20design%20(29)-2.png?width=97&height=55&name=Untitled%20design%20(29)-2.png "Chill listening crop-3")](https://www.coastr.com)

<https://www.facebook.com/CoastrOfficial/> <https://www.linkedin.com/company/coastrofficial> <https://www.youtube.com/channel/UCn_UR1z2gWn4kBLPE2XWwKw> <https://twitter.com/CoastrOfficial> <https://www.instagram.com/coastrofficial>

Copyright © 2026, Coastr