Record manual payments
Log a payment a client made by bank transfer or cash. Available on every plan, no Stripe required.
When a client pays outside Hoursmith — a bank transfer or cash — you record that payment yourself so the invoice reflects what's been received. Manual payments work on every plan and don't need Stripe.
- Plan
- FreeStudioAgency
- Role
- OwnerAdmin
Recording payments is available on all plans. Only an Owner or Admin can record a payment.
Record a payment
Open the invoice
Open the invoice the client paid.
Click Record payment
Click Record payment. The Amount is prefilled to the balance due — adjust it for a partial payment.
Fill in the details
Set the Date received. Optionally add a Note and the processing fee collected if you took one.
Save
Save the payment. It's added to the amount paid; once the balance reaches zero the invoice becomes Paid.
Recording a partial amount is fine — log each payment as it arrives and the invoice tracks the running balance.
Bank-transfer instructions on invoices
Set your workspace bank-transfer instructions in Settings → Payments (/settings/payments,
Owner/Admin). Those instructions are snapshotted onto each invoice, so the client sees how to pay
you and the wording on a past invoice never changes after the fact.
Card vs manual
- Card payments through Stripe record themselves automatically.
- Manual payments are for anything you collect outside Hoursmith and enter by hand.
You can offer both on the same invoice — see Payment methods.
Troubleshooting
- The invoice is locked and I can't record a payment. Cancelled invoices can't take payments; see Cancel and restore.
- I recorded the wrong amount. Issue a refund to correct an overstated manual payment, or contact support for tangled cases.