Some of my clients prefer to pay by cash or cheque rather than PayPal. How can I keep track of those payments in Satori?

If you’ve received payment from a client outside of Satori (e.g. by cash or bank wire), you can enter those payments into Satori manually. This way you can make sure that you’re keeping track of that client’s financial account.

Before you can enter a payment, you need to create the invoice that you’ll be applying the payment to. If you’ve already set up and activated an Agreement for your client, and that Agreement includes some kind of billing schedule, Satori will have generated the invoices for you already.

To record a payment manually:

1. Open the relevant agreement.
2. Open the agreement’s Billing tab. Here you’ll find a complete list of all invoices that have been posted (or are scheduled to be posted) for this agreement.
3. In the invoice table, click on the reference number for the invoice that was paid (or choose View Invoice from the actions menu).
4. On the invoice details page, click Mark as Paid.
5. Select the date that the payment occurred on.
6. Click Enter Payment.

The payment has now been entered against this invoice and will be reflected in the financial account for the associated agreement.

Currently, Satori does not support partial payment of invoices. If you need to record a partial payment against an invoice, you need to void the original invoice, and then create a new invoice with a value matching the payment you want to record.