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Invoices and payments

How to record one manual payment

Record money already received by cash, check, ACH, or another method without starting a new charge.

Updated

For: Owner, Admin

Before you start

  • Use this flow only when the money was already received or when you will collect a card payment by phone.
  • For manual ACH, first confirm that the transfer reached your account.
  • A manual record does not replace the online payment the customer starts from an invoice.

1. Open Register payment

  1. Open the invoice with a balance due.
  2. Click Register payment.
  3. Review the balance, date, and amount before choosing a method.

2. Choose the correct method

  1. Choose Cash, Check, ACH bank transfer — already received, or Other based on what you actually received.
  2. Card is the phone-payment option and is available only when that feature is enabled.
  3. Do not choose ACH if you are still waiting for the customer to complete a transfer.
Manual payment selector with ACH bank transfer already received

What ACH already received does

ACH bank transfer — already received records a payment that happened outside IMPULSO. It does not start a bank debit and does not save the customer's bank account for later use.

3. Review and record

  1. Confirm the date, amount, and receipt email.
  2. Collect the customer's signature when appropriate.
  3. Click Register payment only when all information is correct.
  4. Then review payment history and the invoice's new balance.

Options you may see

ACH already received

Meaning: The money already arrived by bank transfer.

It does not mean: IMPULSO will start a debit.

Card unavailable

Meaning: Card collection by phone is not enabled yet.

Next step: Use another method already received or follow up with support/Stripe.