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

Step 3: Click on the Save button to proceed.

enable-toggle-and-click-save-coastr

Step 4: Now, open any unpaid invoice.

open-an-unpaid-invoice-to-add-payment

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

scroll-down-to-find-add-new-payment-option-coastr

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

drop-down-find-options-offline-bank-transfer

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

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

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!