How to record a payment you took yourself

Any invoice a customer pays outside Stripe, bank transfer, cash, cheque, gets marked paid by hand. It takes one click and updates the invoice, the job and your reports straight away.

Mark the invoice as paid

1. Open the invoice from Invoices or from the job it belongs to.
2. Select Mark as paid, next to the invoice status.
3. The invoice flips to Paid immediately, no confirmation, no method to pick.

This works on any invoice that's been issued or sent, whatever the customer actually used to pay. Trame doesn't ask which it was, it just records that the invoice is settled.

If the invoice is tied to a job

Marking the invoice paid also moves its job to Paid, unless it's a deposit invoice (the job stays open until the final invoice is paid too) or a recurring job (each visit is tracked separately).

If the invoice has a job attached, a Job expenses dialog opens straight after, so you can log any materials or costs against that job while it's fresh in your mind.

What the customer sees

Their invoice page updates to a paid confirmation showing the amount and the date. For a manually recorded payment there's no "via card" or "via Pay by Bank" note, and no automatic receipt email, those only happen for payments taken through Stripe. If you want the customer to have a record, send them one yourself.

Frequently asked

Can I record a part-payment?

No. Marking as paid settles the whole invoice. If a customer has only paid part of what's owed, wait until the balance is in before marking it paid, or issue a separate invoice for what's outstanding.

Does this affect my VAT or CIS figures?

No. Marking paid only changes payment status, it doesn't touch the invoice's totals, VAT or CIS deduction.

What if I use Stripe for some invoices and bank transfer for others?

Both live on the same invoice at once. Mark it paid by hand as soon as you see a bank transfer land, whether or not that invoice also had a Pay button.