Recording a Payment

Recording an Invoice Payment

To record a payment directly on an invoice, follow these steps: 

1. Go to the invoice that the payment is for and scroll to the bottom of the invoice where you will find a section to record a payment. If this section doesn't appear then the check the invoice status - the invoice must have the status "Approved" in order to record a payment.

2. Enter the payment details. If the payment is for more than the amount due on the invoice an overpayment will be created for the excess amount that can then be applied to other invoices.

3. If you want to send an email to notify the customer that a payment has been received check the box to send the payment received email. 

4. Submit the form.

*If you will be processing payments for multiple invoices, click the option icon on the right of the button and click the "Charge & View Next Unpaid" and you will be brought to the next unpaid invoice after the charge has been completed.

 

Recording a Payment Before Invoicing

If you need to record a payment before you've invoiced the client, you can follow these steps:

1. Go to the Billing tab and click Payments.

2. In the sidebar, click the Record Payment link.

3. Enter the payment details.

4. To record additional payments click the "Save & Add New" otherwise click the "Save" button.

5. When you create an invoice for the client, you'll be able to allocate the payment to the invoice.

Sending/Resending A Payment Received Receipt

 

You can sent a payment receipt at the time that you record a payment in Teachworks. However, if you've forgotten to select the checkbox, or if you would like to resend the receipt, you can follow these steps:

 

1. Go to Billing > Payments and find the relevant payment

2. Click on the "View" icon to view the payment

3. Click on Options > Send Receipt to send the receipt email

 

Stripe Integration

If you're using our Stripe Integration to process credit card payments, payments will be recorded automatically.

 

Learn more: Stripe Integration

**Need more help? Watch a video