How To Record A Payment?
So far, We have know that invoices are automatically generated in the Pabbly Subscription Billing for all the Online Payments, also a user can generate invoice manually. In the scenario of manual invoice or offline transaction (where payment is done via Bank Transfers, Cash, Cheque, others), the status of the invoice will show as "Created" not "Paid".To change the status of Invoice from "Sent" to "Paid", Pabbly subscription Billing has added a new feature "Record Payment" where a user can generate invoice manually, add payment details and once the payment detail is added, the status will automatically change to "Paid".
Here is how you can use the “Record Payment” feature:
Creating Offline Subscription:
Create an offline subscription of a user. (If you need help creating an offline subscription, follow the URL: Offline Subscription
Now, go to the Invoice section, you will see the status of the Invoice is "Sent", Please refer to the screenshot below:
In the Subscription section the, subscription will be in the 'pending' state and once the payment is recorded it will become 'Live'. Please refer to the below screenshot:
To "Record Payment," navigate to the 'Invoices' section and hover over the invoice marked with a 'sent' status. Click on the three dots that appear. Upon clicking, three options will be displayed, as depicted in the screenshot. To proceed with recording the payment, select the option labeled 'Record Payment.'
Upon clicking 'Record Payment,' the following page will be displayed with pre-filled details. Simply choose the 'Mode of Payment' and Add note as it is mandatory and finally click 'Save.'
As you will click on 'Save' the payment will be recorded and the invoice status will change from 'Sent' to 'Paid' as shown below:
Subscription Status will change from 'Pending' to 'Live'