Adding a payment manually
For payments that arrive outside of Interac e-Transfer -- cash, cheques, wire transfers, or other methods -- you can record payments by hand.
When to use manual entry
Manual entry is for any payment that Biller can't capture automatically. Common examples include:
- Cash payments -- a client pays you in person
- Cheques -- mailed or handed to you directly
- Wire transfers -- international or domestic bank wires
- Other payment platforms -- PayPal, Stripe, or direct bank deposits that don't generate an Interac notification
- Foreign currency payments -- USD, EUR, or GBP payments from clients outside Canada
If the payment came via Interac e-Transfer, forwarding the notification email is the better approach -- it's faster and captures more detail automatically. See How payments are recorded for an overview of both methods.
How to add a payment
- Navigate to Payments from the main navigation
- Click the Add Payment button in the top-right corner
- Fill in the required fields: amount and client/sender name
- Optionally fill in the remaining fields (date, currency, notes, service date range)
- Click Save to record the payment
The new payment appears immediately in your payments and is reflected in your dashboard Revenue.
Available fields
Each manual payment includes the following fields:
| Field | Required | Notes |
|---|---|---|
| Amount | Yes | The payment amount in the selected currency |
| Client / sender name | Yes | Links to an existing client or creates a new one |
| Date | No | Defaults to today if left blank |
| Currency | No | CAD, USD, EUR, or GBP. Defaults to your account setting. |
| Notes | No | Free-text field for your own reference |
| Service date range | No | The period the work was performed (e.g. March 1 -- March 15) |
Note that e-Transfer payments parsed from forwarded emails are always recorded in CAD, since Interac e-Transfer is a Canadian payment system. Manual entries can use any of the four supported currencies.
Need more help? Email us at help@biller.ca