Adding a payment manually
For money Biller can't see on its own, like cash, cheques, or bank transfers, record the payment by hand so your records stay complete.
When to use manual entry
Use manual entry for payments that don't reach Biller automatically, for example:
- Cash, paid to you in person
- Cheques
- Bank transfers or wires
- Payments in USD, EUR, or GBP from clients outside Canada
You don't need manual entry for Interac e-Transfers (forward the notification email instead) or for card payments through a connected Stripe account, which are recorded automatically. Adding those by hand as well would count them twice. See How payments are recorded.
How to add a payment
- Go to Payments and click Add payment
- On the Record a payment page, enter who paid you, the amount, and the date received
- Optionally, add what the payment was for and the service period
- Click Add payment
The payment is saved with the source Manual and opens on its own page. It appears on your Payments list right away.
Available fields
| Field | Required | Notes |
|---|---|---|
| Who paid you? | Yes | The client or sender name. Used to link the payment to a client (see below) |
| Amount | Yes | Must be more than zero |
| Date received | Yes | Starts at the current date and time. Use the Today or Yesterday shortcuts, or pick a date |
| Currency | Yes | CAD, USD, EUR, or GBP. Starts at your business's default currency |
| What was this for? | No | A short description of the work, saved as the payment's notes. Searchable from the Payments list |
| Service period | No | A Start and End date for when the work was performed |
You can change your default currency under Settings > Invoicing & tax. See Multi-currency support.
Clients and invoices
Client. When you save, Biller looks for a client whose name matches what you typed in Who paid you?, ignoring capitalisation and extra spaces. If it finds one, the payment is linked to that client. If not, Biller creates a new client with that name and no email address. To avoid duplicates, type the name exactly as it appears on your Clients list.
Invoice. Manual payments are not matched to invoices, and there's no screen for applying one to an invoice. If the payment settles an invoice, open the invoice, click Edit, and set its Payment date to mark it paid. See Matching payments to invoices.
Need more help? Email us at help@biller.ca