Record a cash, check, or ACH payment
Plenty of customers still pay by check. Record what you took outside the app and the invoice catches up.
- Open the invoice.
- Choose to record a payment.
- Enter the amount, the date, and how they paid — cash, check, or bank transfer. Put the check number in the note if you want it on the record.
- Save. The invoice moves to paid and the payment joins the customer’s history.
What to know
- Your customer gets a receipt either way. Card or check, PoolHelm emails them a receipt from your business naming how they paid. You don’t send anything separately.
- Partial payments are fine. Record what you actually received. The invoice shows the remaining balance rather than flipping to paid.
Worth knowing. Once an invoice has a payment recorded against it, PoolHelm won't let you delete it or void it. A payment attached to nothing is how books quietly stop adding up. Refund the payment in Stripe first, then void.
See also: “Void or refund an invoice.”