Posting manual payments
While Keap does a stellar job of snagging payments automatically through invoices and checkout forms, there are times when you still need to log a manual payment. Picture this: your neighbor swings by with cash in hand, or a client spills their credit card digits over the phone. You’ve got to jot down those payments pronto to keep your records shipshape and nudge folks along your automation journey.
Once that payment hits, Keap swoops in and does the heavy lifting. It automatically updates your invoice status to “paid” and neatly logs all the payment details for your reference. It’s like having a trusty assistant on standby, making sure your financial records stay on point while you focus on growing your biz.
How to do it…
In this recipe, we will cover how to manage manual payments.
Adding a manual payment
Follow these steps:
- Using the navigation or search feature, locate the contact record you want to...
