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How to record offline or manual payments for an invoice?

Will offline bank transfers between customers and merchants be updated automatically in Chargebee?

Solution

Please be noted that any offline transfer between the merchant(you) and the end customer would not be reflected in Chargebee and it would be required to manually record the payment. Once the invoice amount is collected from the customer, please follow the below-mentioned steps to manually record the payment.

1. Navigate to the invoice in your Chargebee site and click on the Ellipsis icon.

2. Select "Record Payment", enter the amount, and select the appropriate Payment method such as Bank Transfer (Add a reference number) or Cash from the dropdown.

3. Click Proceed and this will mark the invoice as Paid.

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