Payments made using an online payment option on the invoice are recorded automatically, and the invoice status updates accordingly. If your client pays outside of Studio Manager though—for example, by cash, check, or e-transfer—you can manually record the payment to mark the invoice as paid or partially paid.

On this page:

• Recording the payment
• Sending a receipt

Recording the payment

To record a manual payment:

1. Go to Payments > Invoices.
2. Select the invoice.
3. Click Actions > Record Payment.
4. Record the payment method and enter the amount.
5. Click Submit.

The invoice balance and payment status will update to reflect the recorded payment.

Tip: Can’t find the Record Payment option? Payments cannot be recorded on a draft invoice. To convert it into a sent invoice without emailing your client, select Send Invoice > Send via link. You do not need to share the link.

Sending a receipt

Clients can always find their receipts while viewing a paid invoice by clicking View Receipts at the top. After recording a payment, you can also optionally email your client a receipt for that transaction.

To send a receipt for a payment:

1. Go to Payments > Transactions.
2. Locate the transaction.
3. Click ••• > Send receipt.

Tip: You can also send a receipt from the payment section of the corresponding invoice.